Costello Financial Planning
Finance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
150 N Wacker Dr Ste 3050, Chicago, Illin...Phone Number
(847) 508-6999Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Costello Financial Planning
Costello Financial Planning is a family-owned, fee-only financial planning firm located in Bend, OR, and Chicago, IL. They provide comprehensive financial services including asset management, tax planning, and estate planning, focusing on clients such as trial lawyers, corporate retirement plans, and small business owners. The firm operates on a fiduciary basis, ensuring that clients receive unbiased advice without any commissions or kickbacks. Their philosophy emphasizes treating clients like family, which fosters strong referrals and long-term relationships.Explore more
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Costello Financial Planning is a family-owned, fee-only financial planning firm located in Bend, OR, and Chicago, IL. They provide comprehensive financial services including asset management, tax planning, and estate planning, focusing on clients such as trial lawyers, corporate retirement plans, and small business owners. The firm operates on a fi... Read More
