Michael Russo

Michael Russo

Financial Services Representative

Phone: (414) 615-4865
Fax: (414) 615-4860
E-mail:
  • Leaders Conference Qualifier: A company honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop, and retain clients by helping them meet their financial security needs.
  • Registered Representative of MetLife Securities, Inc.
  • National Association of Insurance and Financial Advisors (NAIFA) Member
 

 

BUSINESS PHILOSOPHY
My goal is to provide individuals, families and business owners with assistance in building their financial freedom.  My goal is to become a lifetime resource for my clients.
 
PRODUCTS AND SERVICES
 
·         Retirement Planning
·         MetLife Bank
·         Lump Sum Pension Distribution
·         Pension Transfer/Rollovers
·         IRA Consolidation/Rollovers
·         Mutual Funds
·         401(k) Plans
·         Fixed and Variable Annuities
·         Education Funding Strategies
·         Long-Term Care Insurance
·         Charitable Giving Strategies
·         Disability Income Insurance
·         Estate Conservation Strategies
·         Term, Universal & Whole Life Insurance
·         Mortgage Protection (through Life insurance and Disability Income insurance)

 

CLIENT EDUCATION BENEFITS
 
·         Special Needs Workshops for Non-Profit Organizations
·         Pre-Retirement & Investment Seminars
·         Long-Term Care Seminars
 
PROFESSIONAL DESIGNATIONS & AFFILIATIONS
 
·         Licensed to sell Life & Health Insurance in Wisconsin and Illinois
·         Registered Representative of Metropolitan Life Insurance Company and MetLife Securities, Inc.
·         Veteran of MetLife with over 20 years experience
·         Member, Menomonee Falls Chamber of Commerce
·         Member, Board of Directors, Community Memorial Hospital Gift Giving Committee
 
PERSONAL
 
·         Born in Chicago, IL
·         Currently reside in Menomonee Falls , WI
·         Married to Lori, twin sons (Anthony & Alex)
·         Hobbies: Golf, Bowling, spending time with family and friends
 
 
 

 

I will work with you and your tax and legal advisors to help you select the most appropriate product solutions to suit your specific needs and circumstances.
 
Banking products and services, including deposit accounts,  offered by MetLife Bank® , NA, member FDIC, a MetLife affiliated company.