Gallo & Russell is a Registered Investment Advisor and provides professional and unbiased fee-based financial services. Financial advice and Divorce Planning Assistance (Dissolution of Marriage) are provided through hourly consultations or retainer arrangements. Investment Management and Comprehensive Wealth Management Services are provided through retainer or fee-based arrangements. Gina Gallo, CFP® and Dale Russell, CFP®, principals and owners of Gallo and Russell, have over 58 years of combined experience.
Gallo & Russell was formed with the vision of providing professional, unbiased financial solutions based exclusively on clients' goals and objectives. To achieve this vision, they are independently owned and operated. As a Registered Investment Advisor, they provide full disclosure on the services they provide and their cost. All fees and/or terms are clearly communicated in advance prior to an engagement and before the client commits to any obligation.
Gallo & Russell is designed so that the company's success is based on the quality of their advice and service, not quantity of clients or sales. Unlike the major Brokerage Firms and Bank Investment Programs, they have no sales quotas or preferred products.
To ensure clients' interests come first, conflicts of interests are eliminated by not accepting incentive compensation from any person or entity in any form including lunches, marketing reimbursements, trips or referral fees.
Both Gallo and Russell adhere to the Certified Financial Planner Board of Standards Code of Ethics and Professional Responsibility. (www.cfp.net/learn/ethics.asp)
Gina Gallo and Dale Russell worked together in the early 1990s as financial consultants in a banking environment. Their job was to assist the bank's customers by selling investment products. They had few analytical tools and success was measured by the amount of proprietary products that were sold. Advice was incidental to the sale. The corporation came first and clients were second. In order to provide professional financial services, they knew a better way existed and began structuring today's business model in 1995. In December of 2002, Retirement Solutions of Brevard was formed and officially opened in January 2003. To better reflect their vision and the services they provide, Retirement Solutions of Brevard became Gallo and Russell, Certified Financial Planner™ Professionals effective January 2006.