DeRussy Financial Group, LLC’s mission is to help people chart their course through retirement. We serve clients throughout the Nature Coast of Florida, with a focus on retirement income planning and asset protection.
Mary DeRussy is the president of DeRussy Financial Group, which she founded in 2013. She has worked in the insurance and annuity industry since 1994 and earned a bachelor’s degree in business management and finance at the University of South Florida. She also studied at Florida State University.
Mary holds life, health and annuities and long-term care insurance licenses in Florida. She is an Investment Adviser Representative who has passed the Series 63 and 65 securities exams.
Throughout her years in the industry, Mary has focused on retirement and income planning for clients of all ages, business planning for small-business owners and professional practices, and estate planning strategies to help clients pass their wealth to their families and the charities of their choice. Her clients come first, and she makes it a top priority to truly do what is in their best interests.
Mary is a member of the All Children’s Hospital Development Council and a member and past vice president of the Pasco Aging Network. Her firm is a member of the Hernando County, Citrus County, West Hernando County and Trinity Odessa chambers of commerce.
A native of Florida, Mary grew up in Palmetto, located on the west central coast, where many members of her large Dutch family still reside. Today she lives in Weeki Wachee, Florida, with her husband, John George, and their two labs, Bella and Big Easy. Mary is a wine enthusiast and also enjoys sailing, fishing, scuba diving, boating, cooking, gardening and yoga.
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact Mary at firstname.lastname@example.org or call us at 352.340.5910 today!
It is important to feel you have control over your future. At DeRussy Financial Group, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
To schedule a time to discuss the role of insurance products in your financial strategy, contact us at email@example.com or call us at 352.340.5910 today!
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered through Optivise Advisory Services, LLC an SEC registered investment advisor. Optivise and DeRussy Financial are independent of one another. Please note that registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.