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
Strategic Alliances
Report
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.
Business Planning
Report
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.
Financial Solutions
Report
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.
Generational Vault
Report
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.
Income Planning
Report
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
Be the first to review Classic Financial & Insurance Services.
Write a Review
