Costello Wealth Strategies

About

We are a local business who help you develop appropriate strategies, and construct well crafted portfolios and help you achieve your financial objectives.

Story

Investments are a means to an end, whether the goal is a comfortable retirement, a grandchild's education, or a legacy for future generations. That's why we have chosen to work with Raymond
James, a team of professionals that focuses on goals, not transactions.

We work with you to develop custom programs designed to address all aspects of your financial life. Although the specific needs of each individual are different,
we find that most of our clients look to us for one or more of the following:
-Retirement
-Legacy
-Lending
-Cash Management
-Institutional Investing
-Small Business Solutions

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Costello Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Important Disclosure Information: http://raymondjames.com/smicd.htm