Established more than 50 years ago, Costanzo Financial Group (CFG) is committed to providing Retirement Planning and Investment Management services to individuals and families that are dedicated to improving their financial future. We deliver exceptional financial care that combines advanced technology with personalized service to create lasting partnerships with our clients, generation after generation.
At CFG, we are dedicated to serving as your trusted guide as you navigate your financial roadmap. Our core values of clarity, responsiveness, empowerment, alignment, transparency and education come to fruition through our mission of service excellence. By keeping education and service at the forefront of our planning process, we cultivate meaningful relationships that are always centered around your best interest and objectives.
Our client relationships are founded on integrity, trust and mutual respect, which we demonstrate in our daily interactions and the care we provide our clients and their families.
Through active listening and ongoing communication, our tenured and diverse team delivers outstanding service in responding to the individual needs of our clients.
We maintain an exceptionally high client retention rate for our industry, because we help our clients navigate each milestone and life stage while fostering long-term relationships over multiple generations.
Whether you are in the accumulation phase or already retired, an all-encompassing retirement strategy is essential to meet retirement income needs and expenses, and maintain your lifestyle goals. Develop a financial plan that prepares you for the future and puts you on track to meet your retirement goals.
Successful investment management takes the objectives from your financial plan and translates them into a time horizon, risk tolerance and asset allocation. Design a diversified portfolio that meets a growth-oriented accumulation strategy and then reposition it to distribute income through retirement years.