Susan Russo CRPC ®, CDFA ®, MBA

425 Broadhollow Road, Suite 405, Melville, NY 11747
Office: (631) 773-4473 ext. 419
Mobile: (631) 371-9064

I help people plan for the future and retirement by offering a variety of products and services including life, mortgage protection, health, disability income insurance, 401(k)'s, annuities, advisory accounts as well as financial planning service. I am known for developing client and business relationships. I see the big picture and plan appropriate strategies that are aimed towards results. I offer investment advice that encourages diversification and appropriate investments based on your time horizon for investing and tolerance for risk.


  • 35+ years in the Financial Services Business
  • MBA, Adelphi University, 1990
  • BS Business Administration, Saint Michael’s College, 1985
  • Chartered Retirement Planning Counselor, 2009
  • Certified Divorce Financial Analyst, 2017
  • Registered with Ameritas Investment Corp for Securities currently in NY, NJ, VA, SC, FL, AZ
  • Registered to offer Life, Health & Accident Insurance in NY, NJ, VA, SC, FL, AZ


Financial Resource Services

  • Retirement Planning
  • Divorce Financial Planning
  • Life and Disability income insurance needs
  • Mortgage Protection Plans
  • Long Term Care Insurance
  • Budgeting and Cash Flow Analysis 

Retirement Product and Services

  • Fixed and Variable Annuities*
  • Tax Sheltered Annuities
  • Wealth Management Strategies*


  • Defined Benefit and Contribution Plans
  • Group Life, Health and Disability Plans
  • Buy-Sell Strategies
  • Business Continuation Planning
  • Family Business Succession Planning
  • Key Person insurance
  • General Liability Insurance


  • Resident of Bellmore, NY
  • Hobbies include Reading, Exercise, Catechist, Volunteer
  • Two daughters and a grandson that are my pride and joy.

Susan Russo is a Financial Advisor

*Susan Russo offers products and services using the following business names: Susan Russo Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) –investment advisory services. AIC and AAS are not affiliated with Susan Russo Financial.