Russell Sweeney Wealth Management
Contact Information
-
Address
Financial planner · · 1177 W 3rd Ave, Columbus, OH, 43212 -
Phone
(614) 858-8221 -
Website
russellsweeney.com
Location
About Russell Sweeney Wealth Management
Russell Sweeney Wealth Management is a financial planner in Columbus, OH, located at 1177 W 3rd Ave. It provides tax planning, investment planning, retirement planning, estate planning, insurance planning, and financial planning services. The firm holds a rating of 5.00 based on customer reviews.
The team includes Teresa Russell, a Partner and Wealth Advisor with LUTCF designation, who attended The Ohio State University and has been in the financial services industry for more than 10 years. Brian Sweeney, a Partner and Wealth Advisor, holds an MBA and the CFP® and EA designations, with 15 years of experience in the investment services and financial planning world. Kevin Gray, a CFP®, is a senior partner with over 15 years of experience.
The firm is affiliated with LPL Financial, a publicly traded company under ticker symbol LPLA. LPL Financial is one of the nation's leading financial services companies. The firm does not offer proprietary investment products or engage in investment banking activities.
Russell Sweeney Wealth Management holds a 5.00 rating based on customer reviews.
Russell Sweeney Wealth Management combines personalized wealth management with forward-thinking tax strategy to help clients build a future they are excited about.
The office sits on West 3rd Avenue, just a short walk from Northwest Boulevard and Memorial Park. It is also near Grandview Heights Memorial and Parkway Park.
BizScoreAI gives the business a Schema & Structure score of 100 out of 100. This excellent rating means the website uses structured data and clear headings so AI assistants and search engines understand the business offerings. The Technical score is 81 out of 100, showing the site is secure and indexable for error free search engine reading.
Services:
- Estate Planning
- Insurance Planning
- Investment Planning
- Retirement Planning
- Tax Planning
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