Our Qualifications

Russ Watson has over 36 years of financial planning experience and is an Investment Advisor Representative. He began his business by serving individuals and small groups in 1969. In 1970 Russ earned a B.S. degree in Accounting and Finance from Bowling Green State University.
To help his clients obtain financial success Russ offers Financial Planning Investments in the way of Mutual Funds and Variable Annuities. A current member of the Toledo Association of Life Underwriters Russ also offers Permanent, Term, and Variable Universal Life Insurance.
His knowledge will help you understand the financial planning process thus allowing you to make better financial decisions.
For more information about any of our services, please send me an E-Mail