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Costello Financial Planning
103 E Liberty St # 212, Ann Arbor
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103 E Liberty St # 212, Ann Arbor
Directions Call Website Suggest an Edit
My wife and I have been using Costello Financial Planning for almost 5 years now and have been extremely satisfied with their services. We have a fairly complicated financial life and Rob Costello has been a tremendous help in helping us organize all of the moving parts into a comprehensive financial plan to achieve all of our life goals. His services go way beyond just asset allocation and portfolio management. He is also very knowledgeable about estate planning, insurance needs, saving for college, business planning and retirement planning - and he takes a holistic approach to make sure that all of these areas work together.Rob is extremely friendly, a good communicator,... read full review