Jeffrey R. Russek,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey R. Russek, CFP®

Russek Financial Services

565 Washington Ave
North Haven, CT 06473
(203) 985-8277


Jeffrey Russek is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Russek Financial Services in North Haven, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 65

Designations & Certifications

  • Other - MBA

Insurance Licenses

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

Broker-Dealer Affiliation

Sagepoint Financial, Inc.

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Annuities, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care, Sudden Wealth


Helpful Financial Planning Resources