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

Daniel Vidovich

Daniel Vidovich

Financial Advisor

Senior Vice President
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Nikolas Butkov

Nikolas Butkov

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
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Frank Jaffe

Frank Jaffe

Financial Advisor

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Michelle Russotto

Michelle Russotto

Financial Advisor

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Joanna Jervis

Joanna Jervis

Financial Advisor

Financial Planning Specialist
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Eugene Gallagher III

Eugene Gallagher III

Financial Advisor

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Team

James Kahrar

James Kahrar

Investment Specialist

Ashley Van Tassel

Ashley Van Tassel

Operations Manager

Oscar Osores

Oscar Osores

Financial Planning Specialist

Natalie Butler

Natalie Butler

Client Concierge

Christopher Gibbs

Christopher Gibbs

Business Development Director