Russo Financial Group

Certified public accountant in Pottstown, PA (show on map)

5.0

★★★★★

2 reviews

Russo Financial Group serves Berks and Montgomery counties with over 40 years of financial experience, offering investment, tax, and insurance services through Michael Russo, CFP and Anthony Russo, CPA.

Call (484) 791-3602

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About

Russo Financial Group is a financial advisory firm located in Pottstown, PA, serving Berks and Montgomery counties with over 40 years of combined financial experience. The firm is built on a foundation of thoughtful client relationships with a first priority of helping clients take care of themselves and their families.

Services include investments, retirement planning, estate planning, insurance, and tax preparation. Both Michael Russo (CFP, EA) and Anthony Russo (CPA) work with clients to help them understand and better define their financial goals.

Over 40 years of financial experience serving Berks and Montgomery counties

Both CFP and CPA credentials available

Complimentary initial financial consultation

Full-service firm offering investment, tax, insurance, and payroll under one roof

Services

Investment Services

Investment services including stocks, bonds, IRAs, 401(k) planning, and brokerage accounts offered through Avantax Investment Services.

Stocks Bonds IRAs 401(k) Planning Brokerage Accounts Treasury Bills Variable Annuity

Tax Preparation and Planning

Income tax preparation and filing services for individuals and businesses as Enrolled Agents with the IRS.

Individual Tax Preparation Business Tax Preparation Tax Planning

Retirement Planning

Retirement plans including 401(k), 403(b), traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, and estate planning.

401(k) Planning 403(b) Planning IRA Planning College Plans Estate Plans

Estate Planning

Estate planning services to help manage personal affairs and control distribution of wealth upon death.

Estate Conservation Wealth Distribution Estate Management Checklist

Insurance Services

Insurance products including disability income insurance, life insurance, and long-term care insurance.

Disability Income Insurance Life Insurance Long-Term-Care Insurance

Payroll and Bookkeeping

Payroll services and income tax preparation offered through the firm's Enrolled Agent and CPA professionals.

Payroll Processing Income Tax Preparation Income Tax Filing

Credentials & Certifications

Certified Financial Planner (CFP)

Enrolled Agent (EA)

Certified Public Accountant (CPA)

Reviews

Rating

★★★★★

Reviews

"Great people to work with."

Frequently Asked Questions

What services does Russo Financial Group offer? +

The firm offers investment services, retirement planning, estate planning, insurance, and tax preparation and filing. They serve clients in Berks and Montgomery counties with over 40 years of combined financial experience.

Who are the professionals at Russo Financial Group? +

The firm is led by Michael Russo, CFP and Enrolled Agent, and Anthony Russo, CPA (inactive). Michael has been in the financial service industry since 2005.

What is the firm's approach to client service? +

The firm believes in getting to know and understand each client's needs, wants, and long-term goals. Their first priority is helping clients take care of themselves and their families, built on long-term relationships that encourage open and honest communication.

What area does Russo Financial Group serve? +

The firm serves Berks and Montgomery counties in Pennsylvania.

Does Russo Financial Group offer complimentary consultations? +

Yes, the firm offers a complimentary initial financial consultation.