SERVICES
Financial Solutions for Every Stage of Life
Life moves fast, and your financial needs will evolve along the way.
I’m here to help you find tailored financial solutions for your current situation and future goals. Together, we’ll create a roadmap that adjusts as life changes so you can stay on course no matter where your journey takes you.
I offer customized financial solutions that fit your unique circumstances, goals, and aspirations. Whether you're preparing for retirement, saving for your child's education, or exploring investment opportunities, my goal is to empower you with strategies designed to secure long-term financial success. Financial planning isn't just about numbers—it's about creating a future that aligns with your values and dreams.
Financial Planning
We’ll work together to develop a comprehensive plan that outlines clear strategies for managing your money, making informed investment decisions, saving, and preparing for life’s big moments. My goal is to simplify complex concepts so you feel confident every step of the way.
Retirement Planning
Planning for retirement can feel overwhelming, but it doesn’t have to be. I’ll help you evaluate your current assets, forecast future expenses, and create a personalized plan to ensure you’re ready for your next chapter. Together, we’ll make sure you’re prepared for a secure and fulfilling retirement.
Educational Planning
Funding education can be one of the most significant concerns for families, but with a personalized strategy, you can confidently save and invest for your child or dependent’s future. I’ll help you explore the best options to ensure their education is within reach.
I'M NICK RUSSO
Financial Advisor
Guiding you toward your goals and helping you navigate your journey with a clear, tailored roadmap.
Whether you’re planning for retirement, saving for your child’s education, or building a lasting legacy, I create strategies that align with your unique objectives. I aim to make your path to achieving your financial aspirations straightforward and manageable.
Disclaimer
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Check the background of your financial professional on FINRA's BrokerCheck.
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Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Registered Branch phone # (973) 299-9222
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This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.
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Financial professionals do not provide specific tax/legal advice, and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.