Welcome to the Commerce Chamber of Commerce’s Featured Business of the Month for September – AIS Financial! We had the pleasure of sitting down with the President and CEO of AIS Financial, J. Russell Armstrong, to get an inside look at this remarkable financial firm that has been a cornerstone of the Commerce community for 25 years.
Meet the Team Behind AIS Financial
Name & Title: J. Russell Armstrong, CFP®, President and CEO
Business Name: AIS Financial
Business Address: 1311 Live Oak St, Commerce, TX 75428
Contact Information for Chamber: 903-886-8050, team@ais-financial.com
Contact Information for the Public: AIS Financial Website
AIS Financial is a tight-knit team of three dedicated professionals who make it their mission to help individuals, company owners, trustees, and partnerships achieve their financial dreams. The team includes:
- J. Russell Armstrong, CFP® & Wealth Advisor: Leading the charge with expertise in wealth planning and investment management.
- Susan Lennon, Client Services Manager: Ensuring smooth client interactions and efficient operations.
- Alyssa Morgan, Client Relationship Manager: Fostering strong relationships with clients to understand their unique financial needs.
A Quarter Century of Excellence
With 25 years of experience in the heart of Commerce, AIS Financial has developed a reputation for delivering comprehensive wealth planning and investment management services. Russell Armstrong, who is licensed in 22 states, believes in the importance of financial planning for individual and community success.
“Navigating financial markets and making sound decisions is crucial if you are to be financially successful,” says Russell. “We recognize that personal financial planning is an important process that involves discovering goals and developing a strategy to help clients pursue those goals. To accomplish this, we establish a process for communication, guide clients through the stages of financial planning, and seek to minimize risk in their portfolios.”
Investing in Commerce
Commerce is more than just a place of business for AIS Financial; it’s home. Russell shares, “Commerce is a great place to raise a family and become involved in a multitude of organizations. It is full of generous people.”
This dedication to the community is reflected in their past successes, including serving clients in 25 states across the USA. Additionally, they are proud sponsors of the TAMU-C Finance Lab and the sponsor of the newest attraction at the North East Texas Children’s Museum – the Interactive Sports Wall.
Shaping the Future of AIS Financial
What lies ahead for AIS Financial? Russell Armstrong has ambitious plans for the firm’s future. “We’re looking to add additional Financial Planners and Investment Professionals, expanding our capacity to serve our clients and the community more effectively.”
A Message to Commerce
In closing, Russell shares an important message with the citizens of Commerce, “Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase, or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning.”
AIS Financial is a true asset to the Commerce community, and their commitment to helping individuals and businesses achieve their financial goals is a testament to their dedication. We are proud to feature AIS Financial as the Commerce Chamber of Commerce’s Featured Business of the Month for September. If you’re looking to secure your financial future, don’t hesitate to reach out to Russell Armstrong and his team at AIS Financial.