Costello Wealth Management is a boutique financial services firm based in Binghamton, NY, offering personalized wealth management and retirement planning solutions. The firm focuses on helping individuals, families, and business owners build, preserve, and transfer wealth through customized financial strategies. With a client-centric approach, Costello Wealth Management emphasizes long-term relationships and a deep understanding of clients’ goals.

Led by Diane Costello, a financial professional with years of experience, the firm prioritizes education, clarity, and transparency in every client interaction. Services include comprehensive retirement planning, investment strategy, estate planning coordination, and insurance consulting. The firm also specializes in helping women and retirees navigate complex financial transitions with confidence. Costello Wealth Management is affiliated with LPL Financial, one of the nation’s leading independent broker-dealers, enhancing its access to a wide range of financial products and research capabilities.

As a community-rooted organization, the firm is committed to empowering individuals through financial literacy and strategic planning. Their tailored approach ensures that each client receives solutions aligned with their unique financial life.

Website: https://dianecostello.com/

Key Services:

– Comprehensive financial planning
– Retirement planning
– Investment management
– Estate planning coordination
– Insurance and risk management
– Wealth preservation strategies
– Financial guidance for women
– Business owner financial consulting