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
Jose Munzo —
I have worked with Andy and his company for the past two years. Their knowledge and professionalism is second to none!
This beautiful area is the hometown of our President, Melanie Colusci, CFP, AEP, and is known for its scenic trails, skiing, hiking and camping. We find that the challenge and reward of climbing a mountain represents the journey we take in our financial lives. The road to retirement is a long trek that can be difficult and unpredictable.
The key to
At the West Advisory Group, we understand that achieving true wealth means enjoying time with people you love without concerning yourself about your finances. Let's get to know each other. This meeting is about what's important to you - still with no commitment required. We'll clarify what makes WAG different and jointly assess your risk tolerance while
Whether you're an individual or corporate plan sponsor, as you begin to learn more about us, we're excited to introduce you to our client experience: Starting with a financial plan designed with integrity. Advice delivered personally. CEO and Founder David Root discusses DBR & CO's philosophy with Hedgeye CEO Keith McCullough.
Serving Qualified and
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