Pio Costa & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Anthony Pio Costa IV

Anthony Pio Costa IV

Private Wealth Advisor

Managing Director
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Michelle Russotto

Michelle Russotto

Financial Advisor

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Frank Jaffe

Frank Jaffe

Financial Advisor

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Joanna Jervis

Joanna Jervis

Financial Advisor

Financial Planning Specialist
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Daniel Vidovich

Daniel Vidovich

Financial Advisor

Senior Vice President
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Team

Ashley Van Tassel

Ashley Van Tassel

Operations Manager

Adam Rehim

Adam Rehim

Marketing Specialist

Oscar Osores

Oscar Osores

Financial Planning Specialist

Christopher Gibbs

Christopher Gibbs

Business Development Director

Natalie Butler

Natalie Butler

Client Concierge

James Kahrar

James Kahrar

Investment Specialist