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Jeff Costello

Jeff Costello

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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Jeff Costello

Jeff Costello

Jeff Costello, a financial fiduciary has been a Paladin Registry member since 2020. Jeff is the owner of certifications and has over 9 years of experience. Jeff provides financial services to clients in the Cranford, New Jersey area.

I. Snapshot

A. Registry Member
  • Since 2020
B. Years of Experience
  • 9
C. College Degrees
  • Did Not Provide
D. Certifications
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Jeffrey is a leading financial advisor and a Certified Financial Fiduciary. He has been educating clients on personal finance and retirement planning strategies for many years, and provides his clients with accurate, independent, and conflict free advice.

    Education is at the core of Jeffreys beliefs when it comes to financial planning. His goal is to educate his clients with transparency, so they understand why and how certain strategies are implemented. He simplifies the complicated areas of finance to easy-to-understand concepts so that his clients feel safe and comfortable with their retirement planning decisions. His experience and familiarity with multiple strategies and techniques within the areas of retirement, investment, annuity, insurance, Social Security/Medicare, tax and estate planning enables him to provide efficient, customized strategies that help clients keep together what has taken them a lifetime to accumulate.

    Jeffrey and his wife, Kari, resi

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 21 Commerce Dr
    Cranford, New Jersey, 07016
C. Additional Locations
  • Cranford, New Jersey
D. Telephone
  • 908.565.6037

III. Internet

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Did Not Answer
D. Name of Broker/Dealer
  • Did Not Answer
E. Name(s) of Custodian(s)
  • Did Not Answer

V. Credentials

A. Years of Financial Experience
  • 9 Years
B. College, Degrees, Years
  • Did Not Provide
C. Current Certifications
  • None
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • None
C. Industry Licenses
  • Did Not Answer
D. Registration & License Numbers
  • CRD: 5955678
  • IARD: None
  • Insurance: 1302179
E. State Licences
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Jeffrey is a leading financial advisor and a Certified Financial Fiduciary. He has been educating clients on personal finance and retirement planning strategies for many years, and provides his clients with accurate, independent, and conflict free advice.

    Education is at the core of Jeffreys beliefs when it comes to financial planning. His goal is to educate his clients with transparency, so they understand why and how certain strategies are implemented. He simplifies the complicated areas of finance to easy-to-understand concepts so that his clients feel safe and comfortable with their retirement planning decisions. His experience and familiarity with multiple strategies and techniques within the areas of retirement, investment, annuity, insurance, Social Security/Medicare, tax and estate planning enables him to provide efficient, customized strategies that help clients keep together what has taken them a lifetime to accumulate.

    Jeffrey and his wife, Kari, resi

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Telephone
  • Email
  • Skype/Video-Voice
  • At my office
G. Types of Reports (Frequency)
  • Did Not Answer
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Did not answer
B. Types of Financial Services
  • Did Not Answer
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • None

IX. Certification

Advisor Name
  • Jeff Costello
Most Recent Update:
  • Aug 6, 2020

BASIC INFORMATION NEEDED FOR THE INQUIRY

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