Overview
Headquarters
Bend, Deschutes
Category
Financial planner
Since starting in financial planning in 2007, our first clients were family. As we grow, our philosophy stays the same: Treat clients like family and everything will take care of itself. We believe this is the primary reason clients partner with us and often refer their friends, family, and colleagues. As a fee-only firm, Costello Financial Planning does not sell any products, and it never receives any commissions or kickbacks. Clients work with us because of our evidence-based philosophy and ongoing client-centric approach.
