Russell Financial - Tax, Estate & Retirement Planning 2150 North Kiowa Boulevard, Lake Havasu City, AZ 86403
About the Business
Russell Financial is a trusted institution located in Lake Havasu City, Arizona, specializing in tax, estate, and retirement planning services. Our experienced team of financial experts is dedicated to helping individuals and families navigate the complexities of financial planning to secure a stable and prosperous future. Whether you are looking to minimize your tax liabilities, protect your assets through estate planning, or ensure a comfortable retirement, Russell Financial has the knowledge and expertise to guide you towards your financial goals. Visit us at 2150 North Kiowa Boulevard to start planning for a secure financial future today.
Location & Phone number
2150 N Kiowa Blvd #102, Lake Havasu City, AZ 86403, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Rhonda is a ROCKSTAR I’m so happy to have her as my tax planner and advisor. Rhonda’s professionalism, integrity, and attention to detail for me as an individual has resulted in a huge overall improvement in my financial situation!! I now have opened up an IRA for my future and started a life insurance policy, that costs “next to nothing” annually. I am absolutely thrilled with Russell Financial Services!"
"My wife and I are from WA state however, we use Mrs. Rhonda Russell and Russell Financial Inc. for our Estate and Financial Services. We find that because of her integrity, expertise and dedication to her clients financial security it has benefitted us significantly. Her knowledge of Tax Lax, Estate Planning and Retirement Planning and how they affect each other is superb. We previously had no idea how to save money on taxes by setting up a tax deferment retirement account. We had no idea that without a Trust our estate would end up in Probate. Our previous professional explained none of these things to us. Thank you for helping us get our affairs in order and be on the right track for retirement!"
"Ms Russell has managed my assets for close to 20 years. Because of the fact she uses insured indexed funds, I have not lost any money in the market corrections. Brilliant philosophy slow and steady, wins the race. There are no get rich, quick schemes. I will be retiring on target with more than I had ever expected thanks to her strategies and expertise. Thank you to Russell Financial Services."
"I just found out today that we were lied to about our investments through Rhonda. We are in mid 50s so this is damaging .Don't use someone who tells you good things that aren't true to get you to invest through them . I'm getting ready to sell my condo and it's all profit. I'm glad that we checked on this before I invested more through her. I'm disgusted. No Rhonda I won't be keeping my appointment with you."
"After a error was made on my 2021 taxes return due to a incorrect amount being input by Rhonda and her staff. I spent a year trying to get it resolved with the IRS. Everytime I reached out with concern or help I was told by Rhonda she was “busy and did not have time” to help me with a resolution or supply documentation. 30+ hours on the phone and providing documentation myself to resolve her offices mistake a year later my refund was significantly decreased and she received a payment of $530 for her services. I called to discuss a refund due in which she told me she was not speaking to me about a refund because they did the work! I did all of the work to fix her office’s preparation error! I felt confident that my taxes were being entered correctly and checked by a professional tax preparer which was not the case for Russell Financial"
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Tax Consultant
- Tax Preparation Services
- Audit & Consulting
- Asset Protection Trusts
- Business Succession Planning
- Business Transition Planning
- Estate Planning Services
- Estate Tax Minimization
- Financial Legacy Planning
- Financial Wealth Transfer
- Income Tax Optimization
- Individual Retirement Accounts
- Individual Tax Relief
- Inheritance Protection
- Legacy Estate Planning
- Long Term Care Planning
- Retirement Income Strategy
- Retirement Investment Advice
- Retirement Planning For Couples
- Senior Citizens Retirement Savings
- Senior Living Expenses Planning
- Small Business Accounting
- Small Business Financial Planning
- Tax Planning
- Tax Planning For Small Businesses
- Trust Fund Establishment
- Wealth Management
- Wealth Preservation Strategies
- Wealth Transfer Planning
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