Our Qualifications

Long Island Financial Serves Group has been working with individuals and small business owners in the Patchogue / Medford area for over ten years.

It is the company's directive to follow the Certified Financial Planning Board's Code of Ethics and Professional Responsibility: Integrity, Objectivity, Competence, Fairness, Confidentiality, Professionalism, and Diligence.

Long Island Financial Serves Group offers clients an impressive depth of expertise in all areas of the Financial Planning process.

- Financial Planning Services offered by Rich Russo, CFP ( Certified Financial Planner) of Long Island Financial Services Group.

- Individual and Business Income Tax Preperation offered by Rich Russo, EA ( IRS Enrolled Agent) of Long Island Financial Services Group. 

-  Securities offered through Rich Russo, RR (Registered Representative) of American Portfolio Financial Services, Inc. Member FINRA, SIPC

- Investment Advisory Services offered through Rich Russo, IAR (Investment Adviser Representative) of American Portfolio Advisors Inc. A registered Investment Advisor.

- Life, Health, LTC and Retirement Annuity Services offered by Rich Russo Independent Life & Health Insurance Agent.

- Mortgage Services offered Through Rich Russo, Senior Loan Officer of East Coast Capital LLC.

We’re looking forward to using our expertise to help you pursue your financial goals.