How We Work
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Serving the Berks and Montgomery counties, Russo Financial Group has over 40 YEARS of financial experience. We offer Investment, Taxes and Insurance. Complimentary initial financial consultation, payroll services, bookkeeping and income tax preparation and income tax filing as Enrolled Agents with the IRS are some of the services that set us apart. As Enrolled Agents with the IRS we are qualified to prepare and file income taxes for individuals and businesses.
Helpful Content
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Debunking Money Myths: Saving is Impossible in This Economy
Discover money-saving tips and challenges to help you build wealth and reach your financial goals, even in tough times.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Don't Delay an Important Discussion
Talking about money shouldn’t be taboo. Learn about starting financial conversations across the generations in your family.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Surprises
Making the most of surprises is a great reason to work with us.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.