Russ Jacobs

Russ Jacobs

AAMS®

Financial Advisor
ACCREDITED ASSET MANAGEMENT SPECIALISTSM
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

Background and qualification information is available at FINRA's BrokerCheck website.

Weathering volatility

Deciding the right next move in today’s markets can be a challenge. But the right financial advice can help you weather the unknown today and make more informed choices to reach your goals tomorrow. I am committed to understanding your goals and the changing markets and I’m here to provide personal financial advice based on your individual needs. I can help you avoid being distracted by short-term challenges and stay focused on making the right moves toward reaching your long-term goals. Contact me for a complimentary initial consultation to discuss your financial goals.

Learn more about how we can work together

We can help and guide you with:

    • Retirement plan distributions and estate planning strategies
    • Financial planning
    • Tax planning strategies
    • Do more with cash reserves
    • Individual or Business Retirement plans including Traditional IRA, Roth IRA, SEP, SIMPLE IRA, Defined Benefit, Profit Sharing, and 401(k)
    • Retirement account rollovers
    • Annuities and life insurance

My videos

2 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)