Advisor profile


My approach

Brian Costello - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.
Brian Costello - My approach photo

Areas of focus

  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AEP® Accredited Estate Planner®
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • CLU® Chartered Life Underwriter®
  • LUTCF Life Underwriting Training Council Fellow

Education

  • Bachelor of Art from Westfield State University

Interests

  • Scuba diving
  • Traveling
  • Spending time with my family

Community participation

Smile Train-Charity Golf Event

  • Smile Train-Charity Golf Event

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2006, 2007, 2008, 2011 and 2013

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.