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Wealth management guidance provided with strength and integrity.

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CONTACTS AT DIANECOSTELLO.COM

Costello Wealth Management

Diane Costello

222 Water●●●●●●●●●Suite 308

Bin●●●ton , New York, 13901

UNITED STATES

607●●●001
bc●●●●@independentadvisoronline.com

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Costello Wealth Management

Diane Costello

222 Water●●●●●●●●●Suite 308

Bin●●●ton , New York, 13901

UNITED STATES

607●●●001
bc●●●●@independentadvisoronline.com

View this contact

Costello Wealth Management

Diane Costello

222 Water●●●●●●●●●Suite 308

Bin●●●ton , New York, 13901

UNITED STATES

607●●●001
bc●●●●@independentadvisoronline.com

View this contact

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Home - Costello Wealth Management | dianecostello.com Reviews

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Wealth management guidance provided with strength and integrity.

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LPL Financial - Costello Wealth Management

https://dianecostello.com/lpl-financial

TERMS & CONDITIONS. WEALTH ACCUMULATION AND PRESERVATION. NEWS & RESEARCH. LPL Financial is the #1 independent broker/dealer in the country.*. Many of the most successful investment professionals have come to realize the value of independence both for themselves and their clients and want to provide unbiased and independent advice. Your needs come first. Your advisor is a seasoned, autonomous professional. Advisors who work with LPL Financial must have the experience and dedication necessary to build a s...

2

Our Professionals - Costello Wealth Management

https://dianecostello.com/our-professionals

TERMS & CONDITIONS. WEALTH ACCUMULATION AND PRESERVATION. NEWS & RESEARCH. Diane Rodgers Costello President. Ms Costello was the guiding force behind her prior firm’s technology development and implementation, as well as business contract negotiations. Before entering the financial services industry, Diane was a case worker at Broome County Social Services, where she worked with families and children on foster care and adoption issues. Email : diane@dianecostello.com. Anita Dugan Client Services Associate.

3

Guiding Principles - Costello Wealth Management

https://dianecostello.com/guiding-principals

TERMS & CONDITIONS. WEALTH ACCUMULATION AND PRESERVATION. NEWS & RESEARCH. We believe that by having sound principles we can provide better outcomes for our clients. We take the time to understand you and your family, your goals and dreams, and then design a plan that brings these pieces together uniquely for you. We pledge our time and attention to build our relationship and we expect the same from you. 2 In this relationship. 3 We don’t touch your money. 5 There is no magic to financial management.

4

Our Disciplined Approach - Costello Wealth Management

https://dianecostello.com/planning

TERMS & CONDITIONS. WEALTH ACCUMULATION AND PRESERVATION. NEWS & RESEARCH. Our disciplined approach to managing wealth refined over three decades consists of a disciplined, five-step process that typically takes place over several meetings and begins and ends with your dreams for the future. Discovery: The First Meeting. Respond to Immediate Issues. We will analyze your spending and funding for your education, medical, retirement, and other short- and long-term savings goals. Budgeting and Goal Setting.

5

News - Costello Wealth Management

https://dianecostello.com/news

TERMS & CONDITIONS. WEALTH ACCUMULATION AND PRESERVATION. NEWS & RESEARCH. Market Week : August 15, 2016. Laquo; Older Entries. Why New Highs in August Matter for the Election August 22, 2016. Market Update August 22, 2016. Focus Is Next Week Are You Ready? August 19, 2016. Market Update August 19, 2016. Portfolio Compass August 17, 2016. Designed by Elegant Themes.

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TERMS & CONDITIONS. WEALTH ACCUMULATION AND PRESERVATION. NEWS & RESEARCH. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. We believe that by having sound principles we can provide better outcomes for our clients. In today’s fast-changing financial landscape, you need to ensure your wealth management is as effective as possible. Browse through our news section to learn what is happening in today’s economy, and get some ideas that can help you.

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