Mark Russo
Personal Financial Advisor
American Express Financial Advisors Inc.
Phone: (508) 481-5507 Ext. 12
Fax: (508) 481-5532

                 Mark.X.Russo@aexp.com

I help people meet the challenge of financing the present while planning for the future. I work with my clients on the issues that matter most to many of them: education for their child(ren), effective retirement planning, as well as investment strategies to help maximize their earnings and reduce their tax burden. I work with my clients, one-on-one, to develop individualized strategies that meet their needs today.

Whether you're looking for investment ideas, retirement income, estate, tax or education planning, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage and financial planning. We also offer options in how you work with us - online, with the help of an advisor, or both. You choose.

Areas of Focus

• Investment Advice
• Working with Retirees
• Risk Protection Planning
• Financial Strategies for Small Business
• Estate Planning
• Investment Strategies for Education
• Saving and Investing for Retirement
• Asset Allocation
• Comprehensive Financial Planning


I may conduct business only in states where licensed and registered to sell, including the state of MA. Contact me to find out if I am licensed in your state as well.

MARK E RUSSO

Senior Financial Advisor
An AEFA-associated financial advisor franchise

http://advisors.americanexpress.com/mark.e.russo/