For over 45 years, our firm has specialized in providing Investment and Retirement Planning Services for Individuals and Corporations. Currently, we have offices in Pittsburgh, Pennsylvania and San Diego, California. Our nationwide presence has enabled us to reach and service a wide array of clientele and their emerging needs.
Costanzo Financial Group has demonstrated a history of success in leveraging our teamís diversity, tenure, and ongoing commitment to provide exemplary customer service. Each team memberís specialty brings value to the client experience, which enables us to serve as the trusted provider of Investment and Retirement Planning Services.
Our firm is dedicated to partnering with clients as they pursue a more financially stable retirement through Individual and Corporate Planning Services. By narrowing our focus to these two specialties, we are able to assist each individual or group with the development of a retirement plan, funding strategies for asset accumulation throughout their working years, and provide prudent advice to manage retirement income.
Our Individual Planning Services are broken into three areas: Retirement Planning, Personal Investments, and Risk Management. By addressing all three areas with our clients, our team is able to define their investment and retirement objectives, educate them on their options, implement a personalized plan to meet those objectives, and help preserve those accumulated assets during retirement years.
Our Corporate Services allow us to design and manage retirement plans that help management teams and employees accumulate assets for their retirement years. In todayís increasingly complex regulatory environment, it is crucial to have a firm that can design a plan that meets the needs of the corporation, implements a sound education program that encourages collaboration, and provides a level of investment diversification that will impact the ability to achieve retirement income goals.
Costanzo Financial Groupís experience and knowledge in Individual and Corporate Planning, combined with the strength and innovation of Cetera Advisors LLC, our full service broker/dealer, provides us access to the best of breed technology, resources, and a broad spectrum of investment products. Through these services and partnerships, it is our mission to develop a mutually beneficial partnership that is focused on assisting our clients in working towards the common objective of a more stable retirement.