Joe Costello

Joe Costello

With the world of 401(k)s becoming increasingly complex , Joe is able to use his knowledge and over 10 years experience in the industry to help business owners manage their retirement plans so they can go back to what is most important to them; managing their business's.

Having spent years educating employee's on the importance of saving for retirement also provides an excellent foundation for assisting families with comprehensive financial planning. Joe specializes in working with families to create a strong financial house, beginning with the foundation.

Joe currently holds Series 7, 63 &; 66 Registrations and is registered to do business in New Jersey, New York, and Pennsylvania. In addition, he holds a Life, Accident and Health, and Variable License.

Joe is active in the Somerset County Business Partnership and is a proud Rotarian serving his community in the Somerville-Bridgewater club.

Joe resides in Bridgewater, NJ with his wife of over 5 years and two daughters.