Scott Russell, Your Personal CFO

at 3637 4th St North, Suite 210, Saint Petersburg , 33704 United States

I am a partner at Concierge Financial Organization (CFO) where I help families and business owners manage their finances.

Address and contacts of Scott Russell, Your Personal CFO

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Scott Russell, Your Personal CFO
3637 4th St North, Suite 210
Saint Petersburg , FL 33704
United States
Email
Contact Phone
P: (813) 374-9676
Website
http://4specialneeds.wordpress.com/

Description

I am a partner at Concierge Financial Organization (CFO) where I help families and business owners manage their finances. After over 20 years in the financial services industry, primarily at the institutional level of a Broker-Dealer and Investment Advisor with over $28 billion in assets, I decided to transition to a new career in helping families and business owners directly. I mostly do this by helping them do what I did, be in a position financially to live their ideal life, which might mean having the ability to make a career change, retiring, or just having an improved sense of financial independence. WE TAKE A CONCIERGE APPROACH TO HELPING OUR CLIENTS BY OFFERING SERVICES SUCH AS: • Retirement Planning • Business Planning • Investment Management • Elder Care Planning • Special Needs Planning • Tax Planning • Estate Planning One of these areas has particular meaning to me, Special Needs Planning. I know from personal experience what kind of action families need to take when managing the complexity of having children with special needs. I want to be a resource for those within the special needs community and I am available for public speaking concerning this topic. For more information visit my blog at www.4specialneeds.wordpress.com. Please don’t wait to put a personalized financial plan in place. If you are looking for a Personal CFO to help you create and execute your plan, please contact me. “You may delay, but time will not.” -Benjamin Franklin Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA. Cummings Financial Organization, Inc. is not affiliated with TFA. Neither Transamerica Financial Advisors, Inc. (TFA) nor its representatives provide legal, tax or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of TFA. www.finra.org, www.sipc.org LD049335

Company Rating

72 FB users likes Scott Russell, Your Personal CFO, set it to 17 position in Likes Rating for Saint Petersburg, Florida in Bank/Financial Service category

Summary

Scott Russell, Your Personal CFO is Saint Petersburg based place and this enity listed in Financial Services category. Located at 3637 4th St North, Suite 210 FL 33704. Contact phone number of Scott Russell, Your Personal CFO: (813) 374-9676

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