Our Services
At Costelloe Financial, we provide expert assistance in the following areas:
Investments And Account Services
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
Financial Planning
- Retirement Plans
- Tax Plans
- 401k Planning
- 403b Planning
- College Plans
- Money Management
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
Estate Planning Strategies
- Have everything in place for your heirs
- Avoid probate
- Reduce estate taxes
- Protect beneficiaries
For more information: