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Specialties
Retirement Planning
Financial Advising
Meet the Business Owner
Russell J.
Business Owner
Russell K. Jalbert, a Certified Financial Planner (CFP), has advised individuals in the management and distribution of their wealth for more than 35 years. Throughout that time Russ has witnessed the failure of conventional financial wisdom, and its inability to protect investors from severe and sudden drops in the marketplace.
An early leader in the financial planning movement, Russell co-founded the National Financial Counseling Board in 1975, and has twice been named as one of the outstanding Businessmen of America. He is frequent speaker, author of four books, and local radio host of «The Financial Forum with Russ.»