Russell Financial - Tax, Estate & Retirement Planning - Lake Havasu City, Arizona

Address: 1890 McCulloch Blvd N, Lake Havasu City, AZ 86403.
Phone: 88556868.

Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible seating, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 3.4/5.

Location of Russell Financial - Tax, Estate & Retirement Planning

88556868

Russell Financial - Tax, Estate & Retirement Planning is a financial planning company located at 1890 McCulloch Blvd N, Lake Havasu City, AZ 86403. The company can be reached by phone at 88556868. Their website can be found at .

Russell Financial specializes in financial planning, and they offer a range of services related to tax, estate, and retirement planning. The company is wheelchair accessible, with a wheelchair accessible entrance, parking lot, seating, and restroom. They also have regular restrooms available. Appointments are recommended.

According to Google My Business, Russell Financial has 17 reviews with an average opinion of 3.4/5. This suggests that the company has a mixed reputation, with some customers reporting positive experiences and others reporting negative ones.

When it comes to choosing a financial planning company, there are several factors to consider. One of the most important is the company's reputation and track record. While Russell Financial has some positive reviews, it's worth doing additional research to ensure that they are the right fit for your needs.

Another important factor is the company's location and accessibility. Russell Financial is conveniently located in Lake Havasu City, with wheelchair accessible parking and facilities. This can be particularly important for individuals with mobility challenges.

It's also important to consider the company's services and specialties. Russell Financial specializes in financial planning, with a focus on tax, estate, and retirement planning. This may be a good fit for individuals who are looking for comprehensive financial planning services.

Overall, Russell Financial - Tax, Estate & Retirement Planning is a financial planning company located in Lake Havasu City, Arizona. They offer a range of services related to tax, estate, and retirement planning, and they have wheelchair accessible facilities. While they have some positive reviews, it's worth doing additional research to ensure that they are the right fit for your needs.

If you're looking for a financial planning company that can help you plan for your future, we recommend visiting Russell Financial's website to learn more about their services and to schedule an appointment. With the right financial planning partner, you can achieve your financial goals and build a secure future.

Reviews of Russell Financial - Tax, Estate & Retirement Planning

Russell Financial - Tax, Estate & Retirement Planning - Lake Havasu City, Arizona

Deedee Hill

1/5

I felt like I needed to give a review to let others know how unprofessional Miss Russell or Russell's Financial has been in managing my mother-in-law's Financial assets/investments. For over a year, I have witnessed the struggles and frustrations my mother-in-law has endured, by Miss Russell's unreliability, lack of communication, and disrespect for customer needs and time. Countless phone calls un answered, appointments cancelled without a reschedule appt, only later to finally get it rescheduled two months later, and cancelled again. The excuse is always, "she's overwhelmed and just so busy, she doesn have time to meet. Basically saying my mother in law's time is not important, but her money is. Money she cant get when she needs it, because Miss Russell cancels and then wont return calls. Not only that, she doesnt get montly, quarterly, yearly statements, explaining services performed, nor does she know how much shes paying for these services. My mother in law thinks shes not being charged. If that doesnt say red flag, all the unreturned calls & cancellations should. Very unprofessional and shady in my opinion. She has been trying for a month now to reschedule the appt Miss Russell cancelled. Last she told my mother was...call back in a couple months, she doesnt have time right now. Really?, she already had an appt that you cancelled!!.....sooo flippin rude. DO NOT LET HER FRIENDLY DISPOSITION FOOL YOU, nice people can be shady too.

Josh Williams

5/5

Russell Financial Services exceeded my expectations! I went there for tax planning a few years ago because i was getting married, my wife and I are both self employed and we have a small child. She actually restructured our business entities for asset protection and so that we could tax defer a portion of our income for retirement each year, based upon the IRS tax code. Rhonda advised us on Estate Planning as well. Her affiliate company set up a Trust for us. All of our assets are now in the Trust to avoid probate and we have a guardian of minor on record, which was a big concern for us! Additionally, she wrote life insurance policies for my wife and myself, so that our child would have the necessary care provided for him. WOW, tax planning turned into Retirement and Estate planning. Thank you Russell Financial for the extra effort and attention to detail and the fact that I can now sleep peacefully at night!

CastledRug BTW

1/5

All we did was turn into the wrong parking lot which ended up being Russell Financial and the lady Rhonda Russell was a complete jerk too us. I would not recommend this place to anyone with their terrible treatment to people who just went the wrong way. Rhonda is also very rude saying that we are stupid for turning around in a alley way since we were lost from out of town

Dolores B

5/5

Rhonda is a ROCKSTAR
I’m so happy to have her as my tax planner and advisor. Rhonda’s professionalism, integrity, and attention to detail for me as an individual has resulted in a huge overall improvement in my financial situation!! I now have opened up an IRA for my future
and started a life insurance policy, that costs “next to nothing” annually.
I am absolutely thrilled with Russell Financial Services!

Ioan Hategan

5/5

My wife and I are from WA state however, we use Mrs. Rhonda Russell and Russell Financial Inc. for our Estate and Financial Services. We find that because of her integrity, expertise and dedication to her clients financial security it has benefitted us significantly. Her knowledge of Tax Lax, Estate Planning and Retirement Planning and how they affect each other is superb.

We previously had no idea how to save money on taxes by setting up a tax deferment retirement account. We had no idea that without a Trust our estate would end up in Probate. Our previous professional explained none of these things to us.

Thank you for helping us get our affairs in order and be on the right track for retirement!

Egg Rolz

5/5

I can’t say enough about Russell Financial Services! I have been using them for over 15 years and would highly recommend them . Professional and very knowledgeable.

S D

5/5

Ms Russell has managed my assets for close to 20 years. Because of the fact she uses insured indexed funds, I have not lost any money in the market corrections. Brilliant philosophy slow and steady, wins the race. There are no get rich, quick schemes. I will be retiring on target with more than I had ever expected thanks to her strategies and expertise. Thank you to Russell Financial Services.

Allen Patterson

1/5

I just found out today that we were lied to about our investments through Rhonda. We are in mid 50s so this is damaging .Don't use someone who tells you good things that aren't true to get you to invest through them . She made more though our going through her office on our investments than we will make in 20 yrs through what she did with our money. What a cold faced liar she is . Deceitful and cold. Enjoy your next trip at our expense lady