Russell B. Fenton
Russ Fenton began his career in the insurance and financial services industry in 1978 and has been providing retirees and pre-retirees in the Cleveland metropolitan area with a comprehensive and holistic approach to estate planning, life insurance and retirement income planning ever since.
He believes in the importance of highly personalized plans when it comes to finances, which is why Russ is an independent Registered Representative — it allows him to build lasting relationships through one-on-one meetings and to create highly individualized recommendations using the industry’s best products and strategies.
Russ begins each meeting by exploring his clients’ current financial situation and how they align with their goals and objectives. He then works with them to understand and increase their level of financial knowledge so they can be as confident in their strategies as he is. After thoroughly informing clients on all of their options, Russ works with them to uncover gaps in their current strategies and discern the best ways to overcome them.
Licensed to provide annuities, life and health insurance, long-term care along with securities and mutual funds, Russ is qualified to help fulfill the expectations of his clients’ needs for a more reliable retirement. He is dedicated to always putting clients’ needs first and doesn’t take the responsibility his clients have entrusted him with lightly.
Outside of work, Russ is happiest when he is spending time with his wife, Mary, and their two daughters, Katie and Lauren.