Trusted Financial Advisor

Mr James P Costello CFP

Mr James P Costello CFP

Green River Financial Services

321 San Anselmo Ave, San Anselmo, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$250,000
Languages
French, English
License
Not Validated

Areas of Expertise

Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Socially Responsible Investments, Wealth Management

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor