Our team members are more than financial advisors; they're accessible, friendly, and responsive. Finances can be complicated, especially if you've been trying to do it all yourself. Our clients are just like you - they're investing to build wealth, trying to make good decisions to protect their family, preserve their assets, and plan for long-term goals.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Services
Selecting a partner for your wealth management can be a daunting process. Too often, we find people faced with options that are one-size-fits-all that don't make sense for their financial goals. Our clients deserve advisors who review all the aspects of their lives collectively, and offer strategies that will uncover unique opportunities for their aspirations.
Unless you're a CPA, managing your finances is probably not at the top of your list of things to do in your free time. Helping guide our clients through investments, retirement, saving, and every single phase of life is more than our job; it's what we love to do. We're not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
We offer our clients a full suite of services, considering tax efficiency, long-term wealth creation, and most importantly your unique vision. The truth is, our advice goes far beyond one of the following service areas. Our clients are part of our family, and when you're comfortable with your family that's where you go for help.
The members of the Russell Giammarino Wealth Management team have been working together for more than 20 years. A high-functioning group, they are a familiar name to folks who live and work on Long Island in north central Suffolk County. Known for their family-friendly atmosphere, deep community involvement, and quality service, the Russell Wealth team has an exceptional reputation.
Our client base is a reflection of who we are. As you grow and change throughout life, your needs change too. We understand your focus will evolve over time and our client experience was designed to adapt as you need it to. Our clients come from many different backgrounds and walks of life but all of them have a desire to delegate their financial matters to a professional team.
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