From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Latest Blog Post

Your 4% Withdrawal Strategy May Not Be Enough

January 07, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Experience Matters

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where my firm comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

My personal goal is to provide you with guidance that can help you understand and better define you

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Featured Team Member

Anthony Russo, CPA

Tony has always had an interest in accounting, finance, and investments. After starting college at the University of Maryland, while in the United States Air Force, and later finishing at Albright College, he worked for a local CPA...

A.Michael Russo,CFP®, EA

I’m Mike Russo. I am a native of Berks County and live in Royersford, PA with my wife, Kate, and my two boys, Logan and Connor. I have been in the financial service industry since 2005 and earned my Certified Financial Planner...

Russo Financial Group

484-791-3602

From Boats to Brokers

Related Content

What If You Get Audited?

Your Cash Flow Statement

Four Reasons Millennials Need an Estate Strategy

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