Matthew T. Russell

MTR Financial Services, LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: President

Offering advice since: 1992

Areas of focus:

  • Charitable and Planned Giving
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Matthew T. Russell:

Matthew T. Russell, CFP(R) is Founder and President of MTR Financial Services, LLC. He offers over 16 years of financial planning and investment management/operational experience. His responsibilities have ranged from providing personal financial planning to high net worth individuals and businesses to leading a team of investment operations specialists in the oversight of a multi-billion dollar trading arm within AIG Global Investments.

Matthew graduated in 1992 from Purdue University in West Lafayette, Indiana with a BS in Financial Planning and Counseling. Matthew has also successfully completing the Certified Financial Planner(TM) program in 2004. He plans to pursue the Chartered Financial Analyst (CFA) designation to further expand and define his investment background and knowledge.

Matthew is currently active in various professional and community organizations. He is a member of both the National and Houston chapters of the Financial Planning Association (FPA). Matthew remains active in his church, Kingwood United Methodist Church, by serving on the Stewardship Committee and volunteering his time educating individuals and couples in the basics of financial planning by facilitating a Financial Peace University(TM) program each year. He is also an active member in the Lake Houston YMCA Parent/Child program, which is designed to strengthen the bonds between fathers and their children.

In 2008, Matthew was selected to be a Personal Financial Counselor (PFC) for MHN Government Services. This organization provides education, support and assistance on personal finance solutions to Active Service Members, Guard and Reserve Components, their families and Veterans necessary to thrive in the face of the challenges presented by the military lifestyle. These solutions include money management, credit and debt liquidation, analysis of assets and liabilities, and establishing and building savings plans.

Compensation and Fee Structures:

Strictly fee-only. No commission-driven products are sold. Flat fee is agreed upon by client and advisor.

Licenses, Certifications & Affiliations:

Certified Financial Planner (CFP)

Education:

Bachelors of Science, Financial Planning and Counseling, Purdue University, 1992.

Will provide references upon request?

Yes


Further information about MTR Financial Services, LLC:

MTR Financial Services, LLC

(Size of firm: 0-9 advisors)

MTR Financial Services, LLC is a Registered Investment Advisory firm specializing in financial planning and wealth management, servicing individual clients and corporations on a fee-only basis. The fee-only model assures clients that our recommendations are not motivated by commissions of any kind.


Contact Information for Matthew T. Russell

Phone: (281) 913-1844
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Fax: (281) 913-1845

Address for Matthew T. Russell:
3006 Brook Shore Ct
Kingwood, TX, 77345

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