Alfred Russo
President at Plan 4, Inc. | Garden City, New York, United States
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Alfred Russo is a seasoned financial professional with over three decades of experience, currently serving as the President of Plan 4, Inc. In this pivotal role, he leverages his extensive expertise as an Independent CERTIFIED FINANCIAL PLANNER™ to guide clients through the complexities of investment management and retirement planning. Under his leadership, Plan 4, Inc. has become a trusted resource for individuals and businesses seeking tailored financial strategies that align with their unique goals.
As a Branch Manager with LPL Financial, Alfred oversees a dynamic team dedicated to delivering comprehensive financial services. His key projects often involve developing customized investment strategies that not only focus on wealth accumulation but also emphasize risk management and long-term sustainability. Alfred’s commitment to retirement plan consulting is particularly noteworthy; he works closely with clients to design and implement robust retirement solutions that ensure financial security in their later years.
Alfred's proficiency in investments and strategic planning is complemented by his ability to foster strong client relationships built on trust and transparency. He believes that effective communication is crucial in the financial advisory space, and he prioritizes educating clients about their options, empowering them to make informed decisions. With a keen eye on market trends and a proactive approach to investment strategies, Alfred Russo continues to position Plan 4, Inc. as a leader in the financial planning industry, dedicated to helping clients navigate their financial futures with confidence.
President at Plan 4, Inc. in January 2017 to Present
Owner at Alfred S. Russo in January 1987 to January 2017
Fund Accounting/Financial Reporting Supervisor at Home Life Insurance Company in January 1985 to January 1987
Auditor at Peat, Marwick, Mitchell & Company in January 1981 to January 1985
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Investments
Strategy
Investment Strategies
Retirement Plan Consulting
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Discover more about Plan 4, Inc.What is Alfred Russo email address?
Email Alfred Russo at [email protected]. This email is the most updated Alfred Russo email found in 2026.
What is Alfred Russo phone number?
Alfred Russo phone number is +15163612497 and +16462011915.
How to contact Alfred Russo?
To contact Alfred Russo send an email to [email protected]. If you want to call Alfred Russo try calling on +15163612497 and +16462011915.
What is Alfred Russo net worth?
Alfred Russo has an estimated net worth of $750,000 to $999,999
What company does Alfred Russo work for?
Alfred Russo works for Plan 4, Inc.
What is Alfred Russo's role at Plan 4, Inc.?
Alfred Russo is President
What industry does Alfred Russo work in?
Alfred Russo works in the Financial Services industry.
Alfred Russo Email Addresses
Alfred Russo Phone Numbers
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