Broker Check

425 Broadhollow Road, Suite 405, Melville, NY 11747

631-773-4473
srusso@aicinvest.com

I Work With People Looking to Take Control of Their Financial Future With a Special Focus on Women in Transition

What We do
Financial Guidance Built Around Your Life

We help people just like you take the next step with their finances — whether that's planning for retirement, managing a growing portfolio, or simply getting organized. Whatever you need, we're here to help.

WELCOME
A Smarter Approach to Your Financial Life

I take time to learn your values and vision of what financial success means to you utilizing cash flow analysis as a basis to present a clear overview of all the moving pieces of your financial life.

I will help reinforces all the positive choices to make in your lifetime.

Our Solutions
Whatever You're Facing, We Can Help

Your financial needs are unique, and you deserve guidance that reflects that. Here are some of the ways we support our clients.


Portfolio Management

We'll help build and manage a portfolio that's designed around your goals — and we'll keep watch over it so you don't have to worry about every market headline.

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Retirement Planning

Retirement should be something you look forward to. We'll help you put a plan in place so you can approach it with clarity and confidence.

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Risk Management

Life is unpredictable, but your financial plan doesn't have to be. We'll help you identify risks and create strategies to help manage them. 

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Estate Strategy

Planning for what comes next is one of the most meaningful things you can do for your family. We'll guide you through it with care and attention.

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Life Insurance

Life insurance can be confusing, but it doesn't have to be. We'll help you understand your options and find what fits your family's needs.

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HNW Client Guidance

Significant wealth comes with unique challenges. We provide hands-on support to help high-net-worth clients stay organized and on track.

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Extended Care Strategies

Long-term care planning is easy to put off, but addressing it early can make a meaningful difference down the road. Let us help you think it through.

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Social Security Strategies

Social Security decisions can have a lasting impact. We'll help you understand your choices and choose the path that makes the most sense for you.

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Cash Flow Analysis

Getting a clear picture of your income and spending is one of the most valuable things you can do for your financial health. We'll help you do just that.

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Education Strategies

Planning for education costs is a big deal for families. We'll help you explore your options and find a strategy that works without derailing your other goals.

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Charitable Giving

Giving back should feel good — and it can also be smart. We'll help you explore ways to align with both your heart and your financial plan.

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Special Needs Trust

If you have a loved one with special needs, planning takes an extra level of thought. We're here to help you build a strategy that puts their well-being first.

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Debt Management

Debt can feel like a weight. We'll help you create a clear plan to manage it while still making meaningful progress toward your goals.

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Financial Education

We want you to feel informed and empowered at every step. That's why we make ongoing education a core part of the work we do together.

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How To Get Started

About Our Firm
We're Here Because We Believe in What We Do

We didn't build this firm to push products — we built it to help people. Every client we work with has a different story, and we take the time to understand each one. Whether you're navigating a major life change or just want to get your finances in order, our team brings patience, clarity, and a genuine desire to help. With multiple professionals working together on your behalf, you get a broader range of insights and a deeper level of support. We measure our success by yours, and we're proud of the relationships we've built along the way.

Our Process
Getting Started Is Easier Than You Think

We keep things simple because financial planning should feel manageable, not overwhelming. Here's what working with us looks like.

1. Connect
Let's Start With a Conversation

We'll talk about your life, your finances, and what matters most to you — no jargon, no pressure, just an honest conversation.

2. Create
Build a Plan Around Your Life

Our team will design a personalized strategy based on your goals, your timeline, and the things that are most important to you.

3. Support
We'll Be With You Every Step of the Way

As your life changes, your plan should too. We'll provide ongoing support and adjustments to help keep you on track.

Schedule a Call

Our Resources
Helpful Reads to Keep You Informed

We share resources regularly to help our clients stay informed and inspired. Take a look at some of the latest below.

Reviewing Your Life Insurance Needs

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.
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Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Learn More

Get Started
Let Us Help You Take the First Step

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call