Built upon integrity, our clients trust us to personalize and implement a strategy that helps achieve their short- and long-term financial goals. We believe your financial well-being demands attention to detail, objective personal solutions and engagement with the world around us.
Charles Russo is an investment advisor representative of Classic Financial & Insurance Services, Inc., a registered independent investment advisor serving customers in Westlake Village, California and surrounding communities.Charles Russo's mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
Charles Russo is an investment advisor representative of Classic Financial & Insurance Services, Inc., a registered independent investment advisor serving customers in Westlake Village, California and surrounding communities.Charles Russo's mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.
Services
Classic Financial & Insurance Services, Inc. offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios.
The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA; Senior Portfolio Manager, Michael Binger, CFA; and Senior Investment Analyst, Mariann Montagne, CFA.These three industry leaders now offer our clients their combined expertise. Schmidt brings 30 years of institutional investment experience to the private clients of Gradient Investments.
The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA; Senior Portfolio Manager, Michael Binger, CFA; and Senior Investment Analyst, Mariann Montagne, CFA.These three industry leaders now offer our clients their combined expertise. Schmidt brings 30 years of institutional investment experience to the private clients of Gradient Investments.
Help pave your company's road to success by developing a proactive and purposeful business plan to address your common workplace needs. Our goal is to provide you with consultation services will provide you with comprehensive, case specific and tax efficient strategies to help manage your concerns and increase the efficiency of your business.
Our mission is to provide you with innovative financial strategies in an effort to provide financial clarity and solutions to help improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success.
After a thorough and careful financial discovery with you, we analyze your personal financial situation - income, expenses, liquidity needs and retirement goals - and create a plan that is unique to your situation.When you hire us to plan for you, we don't work for an insurance company or a particular money manager, we work for you.
After a thorough and careful financial discovery with you, we analyze your personal financial situation - income, expenses, liquidity needs and retirement goals - and create a plan that is unique to your situation.When you hire us to plan for you, we don't work for an insurance company or a particular money manager, we work for you.
Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place. Our Generational Vault is a virtual "safety deposit box" for you to upload important documents and view financial information.
For even the most financially literate individual, planning for retirement can be a very challenging undertaking. The days of relying solely on your pension and Social Security benefit to satisfy your income needs during retirement are long gone. In today's economic climate, historically low interest rates coupled with high market volatility rates have made planning for retirement difficult and more important than ever.
Reviews (2)
Haruna Adedi
Dec 18, 2021
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I saw a page review about Mrs Susan Ryan and I must confess that She is a good trader and best in her field as they said, She managed my account after I invested $700 I got $6,200 within few day's of investment I was so shocked, with Mrs Susan Ryan, your money is 100% secured,. Trust me you have nothing to lose You can contact her via Email: susanryan3221@gmail.com WhatsApp: +13523292265
David Shannon
Jul 31, 2015
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I have been investing with charlie and ellen for about 20 years and they have been there with their professionalism, integrity, hard work and good advise. We've seen different markets come and go and they were always ahead of the curve with great products. They always 100% of the time get back to me and even when I don't call they know when to call me. I owe my entire retired life to them and I recommend a consult with them regardless of your position with your retirement. They advised my friend to hold off on social security and now he collects an extra thousand a month for life and he buys me
