Financial Advice

Many clients contact Gallo & Russell seeking only financial advice. As a Registered Investment Advisor, Gallo & Russell has a Fiduciary Duty to provide financial advice that is unbiased and is absolutely in the client's best interest.

Many clients desire Financial Advice on a specific topic. For example, many clients are still employed, but they want advice on choosing investments in their employer's 401(k) plan. Others may have existing investments, but they want a second opinion on their portfolio.

Gallo & Russell also provides comprehensive financial planning that includes a review of current investments, risk management analysis, estate plan review and retirement planning. The comprehensive review also considers the specific topics that are of the most concern to the client. For example, retirees may be concerned if they will have sufficient assets and income to maintain their standard of living.

Clients contact Gallo & Russell to discuss their financial objectives. The preliminary consultation is arranged without fee or obligation. If all parties mutually agree that the services provided will benefit the client, the Consultation Process is initiated (please review our consultation process in the Services section). Financial Advice is provided through an hourly fee or retainer arrangement. Clients are always provided with the cost of the services before committing to the engagement.