Susan Russo CRPC ®, CDFA ®, MBA
425 Broadhollow Road, Suite 405, Melville, NY 11747
Office: (631) 773-4473 ext. 419
Mobile: (631) 371-9064
Email: srusso@aicinvest.com
I help people plan for the future and retirement by offering a variety of products and services including life, mortgage protection, health, disability income insurance, 401(k)'s, annuities, advisory accounts as well as financial planning service. I am known for developing client and business relationships. I see the big picture and plan appropriate strategies that are aimed towards results. I offer investment advice that encourages diversification and appropriate investments based on your time horizon for investing and tolerance for risk.
QUALIFICATIONS:
- 35+ years in the Financial Services Business
- MBA, Adelphi University, 1990
- BS Business Administration, Saint Michael’s College, 1985
- Chartered Retirement Planning Counselor, 2009
- Certified Divorce Financial Analyst, 2017
- Registered with Ameritas Investment Corp for Securities currently in NY, NJ, VA, SC, FL, AZ
- Registered to offer Life, Health & Accident Insurance in NY, NJ, VA, SC, FL, AZ
PERSONAL STRATEGIES:
Financial Resource Services
- Retirement Planning
- Divorce Financial Planning
- Life and Disability income insurance needs
- Mortgage Protection Plans
- Long Term Care Insurance
- Budgeting and Cash Flow Analysis
Retirement Product and Services
- Fixed and Variable Annuities*
- Tax Sheltered Annuities
- Wealth Management Strategies*
BUSINESS SOLUTIONS:
- Defined Benefit and Contribution Plans
- Group Life, Health and Disability Plans
- Buy-Sell Strategies
- Business Continuation Planning
- Family Business Succession Planning
- Key Person insurance
- General Liability Insurance
PERSONAL:
- Resident of Bellmore, NY
- Hobbies include Reading, Exercise, Catechist, Volunteer
- Two daughters and a grandson that are my pride and joy.
Susan Russo is a Financial Advisor srusso@aicinvest.com
*Susan Russo offers products and services using the following business names: Susan Russo Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) –investment advisory services. AIC and AAS are not affiliated with Susan Russo Financial.
