Cassidy P. Russo

Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college, and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities, and recommend solutions that help address your financial goals and objectives.

With 10 years of experience, I can help guide you with major life decisions, at no charge. My passion is helping others make smart decisions with becoming financially free. 



  • Double Up with a Spousal IRA

    Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.

Subscribe to our Newsletter