Business Services

Costello and Associates provides a comprehensive suite of services to businesses and business owners, including:

  • Buy/Sell Agreements
  • Disability Coverage
  • Key Person Insurance Coverage
  • Retirement Plans (SEP IRAs, SIMPLEs, Profit Sharing/401(k) Plans, Defined Benefit Plans)
  • Cafeteria Plans, Health Insurance
  • ESOP Plans

We are able to shop on our clients' behalf among hundreds of financial services companies to find the most effective solution to each company's unique challenges.

Call us at: (800) 577-1035, or email us by selecting the following link: CONTACT ME

If needed, Costello and Associates can refer business owners to local attorneys and accounting professionals.

For detailed information on the specialized Pension Planning services provided by Costello and Associates, select the Pension Plan Learning Center from the left side toolbar on the Home page.