Russ Jacobs

AAMS®

Financial Advisor
  • 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.
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  • 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.

Planning for a confident retirement

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Planning for a confident retirement

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

3 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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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)