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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: