Costello Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

3848 Roberts Rd, Binghamton, New York, 1...

Phone Number

(607) 222-7228

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Costello Wealth Management

Costello Wealth Management specializes in wealth accumulation and preservation services, providing tailored financial solutions to clients in a rapidly changing economic landscape. The firm emphasizes sound guiding principles to achieve better outcomes for its clients. They are affiliated with LPL Financial, offering a range of investment advisory services. Their intended clients include residents of Arizona, Washington D.C., Florida, New York, Pennsylvania, South Carolina, and Virginia.Explore more
Costello Wealth Management's Social MediaPopular SearchesCostello Wealth ManagementCostello WealthDiane CostelloSIC Code 62,628NAICS Code 52,523Show more

Costello Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Costello Wealth Managemen...

<$5M
1-10
Private
-
-
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
11-50
Private
-
-
JG
Jayme GrangeTeam Member
<$5M
1-10
Private
-
-
JG
James GehringCertified Financial Planner & Certified Exit Planning Advisor
<$5M
1-10
Private
-
2014
LD
Leila DudleyFounder & Managing Principal
<$5M
1-10
Private
-
2012
TF
Travis FagoOwner and Financial Advisor
<$5M
1-10
Private
-
1995
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

Costello Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Costello Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Costello Wealth Management.

Costello Wealth Management Tech Stack

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Frequently Asked Questions Regarding Costello Wealth Management

What is Costello Wealth Management's official website?
Costello Wealth Management's official website is www.dianecostello.com
What is Costello Wealth Management's Revenue?
Costello Wealth Management's revenue is <$5 Million
What is Costello Wealth Management's SIC code?
Costello Wealth Management's SIC: 62,628
What is Costello Wealth Management's NAICS code?
Costello Wealth Management's NAICS: 52,523
How many employees does Costello Wealth Management have?
Costello Wealth Management has 1-10 employees
What industry does Costello Wealth Management belong to?
Costello Wealth Management is in the industry of: Finance, Securities Trading
What is Costello Wealth Management competition?
Costello Wealth Management top competitors include: Family Estate Advisors, Fago Wealth Management, Mosaic Wealth Strategies, W Investments
What technology does Costello Wealth Management use?
Some of the popular technologies that Costello Wealth Management uses are: WooCommerce, WordPress.org, PHP, Proofpoint
How do I contact Costello Wealth Management?
Costello Wealth Management contact info: Phone number: (607) 222-7228 Website: www.dianecostello.com
What does Costello Wealth Management do?

Costello Wealth Management specializes in wealth accumulation and preservation services, providing tailored financial solutions to clients in a rapidly changing economic landscape. The firm emphasizes sound guiding principles to achieve better outcomes for its clients. They are affiliated with LPL Financial, offering a range of investment advisory... services. Their intended clients include residents of Arizona, Washington D.C., Florida, New York, Pennsylvania, South Carolina, and Virginia.Read More

What are Costello Wealth Management social media links?
Costello Wealth Management Twitter page Costello Wealth Management Facebook page
Is Costello Wealth Management a public company?
Costello Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Costello Wealth Management

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