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Damien M

Series 63, Series 65

Elmira, NY

The Mustico Financial Group, Inc.

Damien Mustico is a financial advisor with The Mustico Financial Group, Inc. in Elmira, NY, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at FSC Securities Corporation, Inc. for 12 years before joining The Mustico Financial Group and Mutual Securities, Inc. in 2017. His outside activities include operating independent insurance agencies and providing trust and estate planning referrals through affiliated law firms. The Mustico Financial Group provides discretionary investment supervisory services and individualized portfolio management to a diverse client base including high-net-worth individuals, pension plans, and charities. The firm employs fundamental analysis and both long- and short-term strategies, managing about $316 million in assets across approximately 460 client relationships.

General estate planning guidance Retirement income strategy Cash flow / budgeting Wealth management Long-term care insurance
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Xavier M

CFP®, Series 66

Elmira, NY

The Mustico Financial Group, Inc.

Xavier Mustico is a financial advisor with The Mustico Financial Group, Inc. in Elmira, NY, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to his current role beginning in 2020, he worked at Bank of America and Merrill. He serves on the board of Elmira Downtown Development, Inc., a nonprofit organization. The Mustico Financial Group provides discretionary investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as pension plans, charities, and other entities. The firm employs client-specific written investment guidelines, fundamental analysis, and both long- and short-term strategies, managing approximately $316 million across around 460 client relationships.

General estate planning guidance Retirement income strategy Cash flow / budgeting Wealth management Long-term care insurance
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Michael M

Series 63, Series 65

Elmira, NY

The Mustico Financial Group, Inc.

Michael Mustico is an advisor with The Mustico Financial Group, Inc. in Elmira, NY, holding Series 63 and Series 65 designations with two years of industry experience. He has been a managing partner at The Mustico Financial Group and a practicing attorney under the name Michael Mustico, Esquire since 2002. Outside of advisory services, he is a minority managing partner in a local real estate holding company that owns the building housing his firm. The Mustico Financial Group provides discretionary investment supervisory services, portfolio management, financial planning, and consulting to individuals, pension plans, charities, and other entities. The firm manages over $316 million across approximately 460 clients, employs fundamental analysis, and utilizes both long- and short-term strategies tailored to client-specific guidelines.

General estate planning guidance Retirement income strategy Cash flow / budgeting Wealth management Long-term care insurance
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Elizabeth M

Series 65

Elmira, NY

The Mustico Financial Group, Inc.

Elizabeth Mustico is a financial advisor at The Mustico Financial Group, Inc. with a Series 65 credential and one year of industry experience. She has been affiliated with The Mustico Financial Group since 2021. The Mustico Financial Group provides discretionary investment supervisory services, portfolio management, financial planning, and consulting to individuals, pension plans, charities, and other entities. The firm manages approximately $316.5 million across about 460 clients, using client-specific investment guidelines and a mix of long- and short-term strategies.

General estate planning guidance Retirement income strategy Cash flow / budgeting Wealth management Long-term care insurance
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