Costello Financial Planning
Robert Costello is a fee-only financial planner. Costello Financial Planning specializes in providing holistic financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Paul Costello is a partner and CPA who specializes in helping clients with clients tax strategies. Rob and Paul work in tandem to provide comprehensive planning services. Our clients tend to be families and business owners who are looking for a trusted advisor to help guide them through their financial and tax journey.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.