About Russell Total Wealth and Wellness
Reviews for Russell Total Wealth and Wellness
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 12PM
Saturday: ClosedSunday: Closed
Russell Total Wealth and Wellness is a highly regarded financial advisory firm known for its welcoming atmosphere and dedicated staff. Clients often feel like old friends upon arrival, thanks to the friendly greeting from staff members. The team, including professionals like Andi and Andrew, takes the time to connect personally with clients before diving into financial discussions. They prioritize clear communication, making complex financial topics easy to understand. Clients appreciate their thorough approach to asset management, especially during uncertain market conditions. The firm has a strong reputation not only among clients but also as a great place to work, boasting a supportive culture and excellent benefits. Overall, Russell Total Wealth and Wellness is praised for its knowledgeable staff, exceptional service, and a commitment to client well-being.
We have been with Russell Total Wealth for many years and absolutely love everything about them. We are always happy with the results of the money they have invested for us and we have come to love everyone there. They are always so kind and interested in us. When our appointment time is over, we always hate to leave because they make us feel so valued.
I have used Russell Total Wealth for my financial planning since 2016. They have been fabulous in making sure my limited funds are put to the best use to secure my future. After my husband passed away 3 years ago, the very caring staff at Russell met with me to ensure I was able to continue my lifestyle, and still maintain funds for my future. Josh Winger recently did my annual review and, again, strived to ensure I was making proper financial decisions to ensure my long-term wealth. I would highly recommend this company to anyone who wants personalized attention and care. Russell Total Wealth has always been more concerned about customer care than making money....read full review
After trying several investment firms we attended a group dinner offer with Rob Russell who spoke on what his firm had to offer. We must have been impressed since we signed up with the firm and have been with them since 2006.
There aren’t enough adjectives to describe how I regard Rob and ALL of his staff. I honestly regard them as an extension of my family not as business associates.
Being a baby from the depression and the end of WW II I can assure you they got the message on how CONSERVATIVE I want my investments to be. Have there been losses, YOU BET.
Have there been profits YOU BET.
If you can find a better firm to place your money I...read full review