Also known as costello financial planning
Costello Financial Planning is a fee-only wealth management firm based in Bend, Oregon, founded in 2007. The firm combines a Certified Financial Planner professional and a Certified Public Accountant to advise successful families on investments, taxes, retirement and major life decisions. Services include investment management designed with tax efficiency in mind, proactive tax planning such as Roth conversions, tax-loss harvesting and charitable giving strategies, and retirement planning that coordinates Social Security, income and withdrawal strategies. The firm also advises on significant events such as business sales, stock options, pensions, real estate decisions and inheritances. It manages roughly $217 million in assets.
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Costello Financial Planning is a wealth manager based in Bend, United States, managing approximately $217M in assets.
Costello Financial Planning is headquartered in Bend, United States.
Costello Financial Planning manages approximately $217M in assets under management.
Costello Financial Planning was founded in 2007.
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