Think of our Wealth Management group as a group of amazing financial tailors. We customize our services to fit for your financial goals no matter the size of your goal or length of time you need to plan.
To learn more about the professional history of James P. Russell, please visit FINRA’s BrokerCheck.
Scrounging up money to save or invest isn’t easy. Neither is figuring out how to invest nor deciding how much to invest. We’ll help you answer these questions. Did we mention no cost consultations?
|Saving for College
The cost of college is so dang high! Tuition plus room and board can cost tens of thousands of dollars … or more. We’ll help you set up a custom plan just for you. Just FYI though, if you want to be a doctor you better start saving about 60 years before you’re born. Think ahead!
Ah retirement … a time to relax, kick back, and enjoy life. However, you may never get there without careful planning. We’ll help you set up a custom plan and create your goals. Complimentary consultations will start you on your way to preparing for your future. You know what they say, retirement is all the fun of college minus the classes.
|Insured Fix Annuities*
Protecting yourself and your investments can be just as important as saving money. Check out our Fixed Annuity solutions that offer competitive interest rates, safety and security provided through our large inventory of insurance carriers. Fixed Annuities can be a good alternative to certificates of deposit, and generally offer a better rate of return.