Pio Costa & Associates

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Advisor photo for Anthony Pio Costa IV

Anthony Pio Costa IV

CRPC, APMA

Private Wealth Advisor

Managing Director of Pio Costa & Associates
Visit Anthony Pio Costa IV's website
Advisor photo for Frank V Gonnella

Frank V Gonnella

CRPC

Financial Advisor

Business Development Director
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Advisor photo for Daniel Vidovich

Daniel Vidovich

APMA

Financial Advisor

Senior Vice President of Pio Costa & Associates
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Advisor photo for Kevin Scott

Kevin Scott

Financial Advisor

Visit Kevin Scott's website
Advisor photo for Michelle Russotto

Michelle Russotto

CRPC

Financial Advisor

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Advisor photo for Frank Jaffe

Frank Jaffe

CFP®

Financial Advisor

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Advisor photo for Nikolas Butkov

Nikolas Butkov

CRPC, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
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Advisor photo for Gary Pottinger

Gary Pottinger

Financial Advisor

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Advisor photo for James Kahrar

James Kahrar

APMA

Financial Advisor

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Team

Ashley Van Tassel

Ashley Van Tassel

Operations Manager

Tom Lalko

Tom Lalko

Financial Planning Specialist

Francesca Milde, CPA

Francesca Milde, CPA

Client Relationship Manager,

Certified Public Accountant