Annual Checkup for your Finances
Grab interest
Our company prides itself on education on How Money Works. Just as we get Annual Checkups for our health, so too we need annual checkups on our financial lives. Do you feel adequately protected? Do you have a financial coach or just an Insurance Agent selling another policy as your family grows? We are here to ask what you want and need and tailor-make a plan for your family bringing you peace of mind, be it if you're single, married, divorced, or a business owner. You owe it to yourself to make sure you are protected and have peace of mind. Call us today!
Get More Pay Less!
We here at J D Russo Financial specialize in making a difference in the lives of Middle American Families. We keep it Simple. We listen to what our clients say and need and want with questions aimed at achieving short-term and long-term goals. More often than not, you end up getting more by paying less. We are not in the business of getting a quick sale without telling our clients how they can benefit, we are beholding to the Truth.
About Us
Generate excitement
Generate excitement
Generate excitement
Do you have a Will in place? Most people don't. We can provide you with the tools you need for free. Do you need auto/home insurance? We can partner you with companies like Geico or State Farm or Allstate. Do you have money sitting in the bank at 0% exceeding $15,000? How would you like to learn about Annuities and how you much interest c
Do you have a Will in place? Most people don't. We can provide you with the tools you need for free. Do you need auto/home insurance? We can partner you with companies like Geico or State Farm or Allstate. Do you have money sitting in the bank at 0% exceeding $15,000? How would you like to learn about Annuities and how you much interest can grow on your investment(s)? Do you have a loved one who needs Long Term Care? We can provide solutions. Are you relying on your 401K to provide for your child(ren)'s college education? We know a simpler way than risk your retirement or take out a Home Equity Loan. Are you a business owner and need to save money on a Buy Sell or Key Man Insurance? Perhaps you need Disability Insurance for you and your employees. We can go on and on, but you can see we want to save you money and give peace of mind.
Grab interest
Generate excitement
Generate excitement
We are your neighbors. We, too, live in Katy, Texas and want to make sure our dear friends and neighbors have confidence and someone they can trust within your own community.
Hello
Welcome
There's much to see here. So, take your time, look around, and learn all there is to know about us. We hope you enjoy our site and take a moment to drop us a line.
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Better yet, see us in person!
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
J D Russo Financial
23015 FM 529 Rd, Suite 200, PMB 1039 Katy, TX 77493
Hours
Open today | 09:00 am – 05:00 pm |