TRUSTED

LONG-TERM RELATIONSHIPS OVER MULTIPLE GENERATIONS

Empowerment

Education, technology and collaboration

Dynamic

RESPONSIVE CLIENT SERVICE MODEL

Innovation

RETIREMENT PLANNING AND INVESTMENT MANAGEMENT

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Our Story

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.


Over 50 Years
of Service

Over 3
Generations

Over $400 Million
in Assets

Over 1,700
Households

Values

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.

CHARACTER

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.

COMPETENCE

Through active listening and ongoing communication, our tenured and diverse team delivers outstanding service in responding to the individual needs of our clients.

CONSISTENCY

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.

Services

Retirement Planning and Investment Management are highly complex disciplines that continue to evolve, making it challenging for individuals and families to navigate their financial landscape. Our firm believes in guiding our clients through the intricacies of retirement planning and alternative investment options with diligent planning and active management. It’s what sets us apart in serving families as we carry out our philosophy: Make a plan. Stick to the plan. Always deliver on the plan.

Retirement Planning

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.


Investment Management

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.

Advisory Team

"To be distinct, you must be different. To be different, you must strive to be what no else but you can be." — Bob Proctor

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