Russell L. Finney,  CFP<sup>&reg;</sup> - Financial Advisor

Russell L. Finney, CFP®

CFP

Capital Advisory Services, LLC

8240 Beckett Park Dr, Suite B
West Chester, OH 45069
FINANCIAL ADVISOR'S WEBSITE
(513) 942-7000

General

Russell Finney is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Advisory Services, LLC in West Chester, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Government & Military, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes

More

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