Sandy Russ
Wealth Consultant at Lifetime Asset & Tax Management
Based in Raleigh, United States
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Seniority
Manager
Department
Sales & Business Development
Location
Raleigh
Industry
Financial Services
Company size
23
Contact information
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s•••••••@lifetimeasset.com
Phone
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Background
About Sandy Russ
My background in accounting and tax preparation, as well as risk management, helped me develop skills that make financial planning a holistic experience. Creating a financial plan is more than buying insurance or investments. It is mostly about developing a clear set of financial goals and working with your team of professionals to achieve them. I enjoy serving clients in all the areas of a comprehensive plan: tax, insurance, investments, retirement, and estate. Securities and advisory services offered through Commonwealth Financial Network®, member / a Registered Investment Adviser. LifeTime Asset Management, LLC | 801 Corporate Center Dr, Suite 110, Raleigh, NC 27607.(919) 845-5315. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use:
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