Russek Financial Services is a versatile financial services company dedicated to assisting individuals in achieving their financial goals. We foster consultative client relationships, provide exceptional financial products and services, and create significant opportunities for our team to offer valuable advice and guidance to our clients.
With over $75 million in assets under management and advisement, Russek Financial Services serves more than 3,000 clients annually, led by Jeff as the Managing Producer and supported by six downline agents. We strive to be the preferred financial services provider in every community we serve, setting ourselves apart with our commitment to ethics, competency and professionalism.
Russek Financial Services simplifies the Medicare plan selection process and adopts a consultative approach to finding tailored insurance solutions that fit your needs. Our journey began as an extension of our financial planning expertise, and as we honed our skills in Medicare, we expanded our services to address a broader spectrum of insurance requirements.
Our unique approach prioritizes empowering clients with the necessary information to make well-informed decisions, rather than focusing on sales. We equip you with the knowledge and guidance to select the ideal insurance solution for your unique circumstances.
Our comprehensive range of products includes Medicare Prescription Drug plans, Medicare Advantage and Medicare Supplement plans, Long-Term Care, Major Medical (under 65 insurance, to a lesser extent), fixed annuities, Under 65 Medical, and life insurance.
Trust the Russek team to navigate the complexities of Medicare and insurance solutions, providing you with peace of mind and confidence in your insurance choices.
President and Managing Partner