Costello and Associates

Independence, Integrity and Innovation

 

J. Patrick Costello, CFP®, CLU

CERTIFIED FINANCIAL PLANNERTM

Chartered Life Underwriter

 

 

Asset Accumulation/Wealth Preservation: We assist our clients with Money Management*, Business Succession and Estate Planning strategies, and specialize in Socially Responsible Investing* - the art and science of investing while doing good!

Business Retirement Plan: We offer a review of your existing retirement plan to see if modifications would deliver a bigger deduction or lower cost for the business owner.

Annuities: We offer a free consultation on the advantages and disadvantages of annuities.

 Call us toll free at: (800) 577-1035, or email us at: 

costello_james@nlvmail.com 

 

 

*J. Patrick Costello is a Registered Representative and Investment Advisor Representative of Equity Services, Inc.  Securities and investment advisory services offered solely by Equity Services Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Advisor, One National Life Drive, Montpelier, VT 05604, (802) 229 3900. Costello and Associates and all other entities referenced are independent of Equity Services, Inc. unless otherwise noted.