Our Team

John Talone

John Talone is President of Talone Insurance, Inc.  He has been working with clients and investments since 1974.  John meets with clients to help serve their investment needs by analyzing their financial condition and recommending areas for change or consideration.  John holds the Chartered Life Underwriter and Chartered Financial Consultant designations and holds life and health insurance licenses in multiple states and holds Series 6, 63, and 65 Securities licenses.

Russell Talone, CFP® graduated from Penn State University in 2002.  In March of 2004, Russ began his career at Talone Insurance, Inc.  Previously, he worked in the investment products division of The Hartford PLANCO. Russ holds life, health, and variable insurance licenses for multiple states, as well as his Property and Casualty License (auto, home, & commercial) in Pennsylvania.  He is FINRA registered and holds the Series 6 and 63, and Series 7 and 65 licenses.  He is an Investment Advisor Representative which is required to conduct fee-based financial planning. Russ has completed the Certified Financial PlannerTM designation (which requires completing 2 years of courses covering major aspects of financial planning, passing 6 tests and then a 2 day, ten hour exam proving knowledge in the areas of taxes, investments, and estate planning.) www.cfp.net. Russ is a member of the Montgomery County Estate Planning Council (www.mcepc-pa.org), Smeal Business Club- Philadelphia (www.phillysmeal.org), Penn State Alumni Association, and the Perkiomen Valley Chamber of Commerce.  He is currently serving on the board of The Elpis Foundation (www.theelpisfoundation.org).

 



3953 Ridge Pike Suite 201, Collegeville, PA 19426
Phone: 610-409-9410   Fax: 610-409-9412   Email: russ@taloneinsurance.com

Securities and Investment Advisory Services offered through Woodbury
Financial Services, Inc., PO Box 64284, St Paul, MN 55164
Talone Insurance and Woodbury Financial Services, Inc. are not affiliated entities 800-800-2638, Member FINRA, SIPC and Registered Investment Advisor

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Talone Insurance and Woodbury Financial Services, Inc. are not affiliated entities