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Products & Services

At Bridge Financial Solutions, we provide assistance in the following areas:

Investments*




  • Bonds
  • Common Stock
  • Educational IRA 
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning*




  • Retirement Plans 
  • 401 (k) Planning 
  • 403 (b) Planning
  • College Plans 
  • Money Purchasing Plans 
  • Profit Sharing Plans

Insurance




  • Disability Income Insurance 
  • Life Insurance 
  • Long Term Care Insurance

Tax Planning




  • Relocation Tax Issues 
  • State Tax Return Preparation 
  • Representation Before the IRS 
  • Tax Return Preparation 
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes 
  • Small Business Accounting Services 
  • IRS and State Tax Audits 
  • Income, Gift and Estate Tax Returns


*John Russo offers these services through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM