Financial Planners in Ann Arbor

“I was confident and financially successful working with the long-term owner, but now am also very happy with, one of the new owners. She understands my situation and offers good analysis and personalized advice.“

“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, and speaks TO us, not at us, or down to us. He takes the time to thoroughly explain the pros and cons of available options, gives us his recommendations, but allows us to make the final decision. And being a strictly fee-based fiduciary, we can contact him as often as needed and never have to worry about conflicts of interest or being pushed into investments that aren't right for us.We highly recommend Costello Financial Planning to anyone looking to get their financial life in order.“

“what a great financial company... very knowledgeable and super friendly staff. wonderful receptionist.“

“Steve has been my advisor and has been very responsive. I would love if they'd reach out even more, especially during these times. I understand, however, they're handling A LOT on their end too.That said, I don't mind reaching out myself as of lately but it does take diligence if you're someone wants to keep closer tabs on what's going on.They've been very willing to explain things to me in simple terms, which I love, and are rooting for me and my investments. Thanks guys!“