Premier Financial Advisors

Russell Services is a wealth management firm dedicated to helping individual investors, families, and small businesses achieve their financial goals. Founded by Russell Bailyn, a seasoned financial advisor with over 15 years of experience, the firm is built on the principle of providing personalized financial guidance and a client-centric approach.

Russell Bailyn's passion for financial planning stemmed from a desire to empower individuals to make sound financial decisions and secure their future. He recognized the need for a comprehensive and transparent approach to wealth management, one that goes beyond simply managing investments. As a result, Russell Services offers a wide range of services designed to address the unique financial needs of each client.

Services Offered

At Russell Services, we understand that every individual and family has distinct financial aspirations and challenges. Our commitment is to provide a tailored solution that aligns with your specific goals. The breadth of our services encompasses:

• Financial Planning: We work closely with clients to develop a personalized financial plan encompassing all facets of their financial lives. This includes goals based investing, retirement planning, education planning, estate planning, and tax optimization strategies.
• Investment Management:

We offer a range of investment management strategies designed to meet diverse risk tolerances and investment objectives. Our approach involves careful asset allocation, diversification, and ongoing portfolio monitoring to ensure your investments are aligned with your current financial situation and future goals.

• Retirement Planning: Securing your financial well-being in retirement is a paramount concern. Our retirement planning services include analyzing your retirement goals, estimating your retirement income needs, developing a savings and investment strategy, and exploring retirement income options to provide you with a comfortable and secure retirement.
• Estate Planning: Effectively planning for the distribution of your assets after your lifetime is essential to protect your loved ones and ensure your wishes are carried out. We assist clients in creating comprehensive estate plans, including wills, trusts, and powers of attorney, to ensure a smooth transition of assets and minimize potential tax burdens.
• Insurance Planning: We recognize the importance of protecting your assets and your loved ones from the unexpected. Our insurance planning services encompass a variety of coverage options, such as life insurance, disability insurance, and long-term care insurance, to help mitigate financial risks and provide financial security.

Commitment to Client Success

At Russell Services, we believe in building long-lasting relationships with our clients based on trust, transparency, and mutual respect. We strive to be a reliable and accessible partner throughout your financial journey. Our commitment to client success is reflected in:

• Personalized Attention: Each client receives personalized attention and guidance tailored to their specific needs and circumstances.
• Open Communication: We believe in open and transparent communication, providing clients with clear explanations of financial concepts and investment strategies.

• Ongoing Support: We are committed to providing ongoing support and guidance to help clients navigate changing market conditions and financial life events.

Russell Services understands that navigating the complexities of personal finance can be overwhelming. We aim to empower our clients with the knowledge and tools they need to make informed financial decisions and achieve their financial aspirations.