Investment Management

for Individuals, Families, Businesses, Estates & Non-Profits

Costello Asset Management, Inc. is an independently owned, fee-based SEC registered investment advisory firm for Individuals, Families, Businesses, Estates & Non-Profits

Our mission is to develop a thorough understanding of your overall financial situation, utilize our experience and expertise to design your customized investment strategy, create your portfolio with appropriate investments, and provide ongoing asset management to help achieve your financial goals.

Expert Financial Advice
SOUND FINANCIAL ADVICE

Providing a wealth of professional insight and experience to help you achieve personal financial goals

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Comprehensive Investment Management Services
PERSONALIZED SERVICES

Offering customized investment management and estate planning services structured to address your unique needs

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Customized Strategies
CUSTOMIZED STRATEGIES

Developing customized financial strategies that address your investment objectives and work toward financial success

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Client Focused Management
CLIENT FOCUSED MANAGEMENT

Helping you achieve your personal financial goals with an unmatched level of client service and satisfaction

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Take the next steps toward your financial future. Contact Costello Asset Management, Inc. at 215-856-9290 to schedule a complimentary initial consultation!