Clients work with Gallo & Russell because they want professional and unbiased advice and services. Gallo & Russell is committed to meeting clients' financial goals by providing objective and experienced solutions.

Everyone hopes to attain financial security. Gallo & Russell provides their clients with knowledgeable (CFP® Professionals), experienced (27 years combined experience) and independent financial services.

Clients can choose how they wish to receive their services. Consultations are available for an hourly fee. Investment Management and Comprehensive Wealth Management Services are provided through retainer or fee-based arrangements.

As an independent firm, Gallo & Russell work for their clients, not corporate managers or third party shareholders. They provide full disclosure of any conflict of interest (none) and their integrity is not compromised by sales quotas. They absolutely do not receive incentive compensation of any type.

All fees and/or terms are fully explained and agreed upon before clients commit to a consultation or investment program. This process insures that client goals are clearly understood and the means to achieve them is fully disclosed.

Every client of Gallo & Russell is a client of the firm, not an individual. This means that both CFP® professionals work together on every client. Either principal can address any question or concern. This ensures clients receive long-term consistency in their services.