Jeffrey Costello Email & Phone Number

At OneTeam Financial, Jeffrey Costello specializes in retirement income planning and wealth management, with a focus on tax optimization. For over a decade, he has been collaborating closely with clients to create holistic retirement income plans that prioritize tax efficiency and financial flexibility to enhance their wealth. He customizes investment portfolios for each client to align with their specific goals and objectives while also providing risk management solutions.As a Certified Financial Fiduciary®, Jeffrey empowers pre-retirees and retirees to transition their savings into dependable retirement income sources through a holistic financial planning approach, which enables clients to achieve their financial goals and independence without worry or concern.Jeffrey earned a bachelor’s degree in statistics and psychology from Rutgers University, where he developed a deep interest in financial education and advocacy. He channels his passion for giving back through his involvement with the American Financial Education Alliance, a non-profit organization dedicated to promoting financial literacy. Additionally, Jeffrey devotes his time to the Big Brothers Big Sisters of America, a nationwide volunteer-supported mentoring network that supports young children.Jeffrey currently resides in Hillsborough, NJ, with his wife, Kari, and their three children, whom he cherishes spending time with. Jeffrey attributes his early career accomplishments to the valuable lessons taught by his blue-collar parents, including a strong work ethic, a drive to succeed and a passion for helping others.Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA / SIPC. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. OneTeam Financial is independently owned and operated Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.CA Insurance License #0N05071

Listed skills include Insurance, Community Outreach, Strategic Planning, Customer Service, and 3 others.

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  Chapter Director

  American Financial Education Alliance

  Cranford, Nj, Us