Broker Check
John Costello, CFP®, CASL®, REBC®

John Costello, CFP®, CASL®, REBC®

Agency Senior Partner, Financial Services Representative Investment Adviser Representative

Our Mission:
We are committed to helping our clients grow and protect their wealth. We empower individuals to take control of their financial lives, and help people feel confident about their financial future. We accomplish this mission by offering comprehensive advisory services to help people prioritize and attain their financial goals. We champion our clients goals with passion and integrity and provide superior service in every aspect of our client experience.

My Goal:
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

Our Commitment:
As a well-respected team of financial professionals, we will leverage our knowledge and experience to help our clients achieve financial freedom. We recognize the importance of preparing for the future and have positioned out team as a lifetime resource for each and every client and business we diligently serve.

 

PROFESSIONAL EXPERIENCE:

  • Licenses: Life, Health, Variable-NJ, PA, DE, GA, NC, NV, FL, CA, DC, MD, NY, UT, VA
  • Property & Casualty-NJ & PA State Securities-NJ, PA, DE, GA, NC, NV, FL, NY, MO, MD, NY, UT
  • Series 6, 63, 7, 24, 51, 65 securities registration
  • 28 years in Financial Services Industry

 

PERSONAL:

  • Married with a daughter residing in Moorestown, NJ
  • Graduate of LaSalle University-Philadelphia, PA
  • Hobbies: Golf, Volleyball, Tennis & Reading

 

ORGANIZATIONS:

  • Member of Moorestown Rotary, & Moorestown Golf Committee
  • NJASBO, BCASBO, & DVASBO
  • Financial Services Professionals and MDRT Member
  • Master Sponsor, New Jersey Builders Association

Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with MassMutual or MML Investors Services, LLC.