A New Path Financial Services - Ann Arbor (MI)

Sharon Lucas All I can say is Becky Pederson is fantastic. She gives you all the time you need and is incredibly informative. I look forward to working with her again.

Von Miller My wife and I have been using Costello Financial Planning for almost 5 years now and have been extremely satisfied with their services. We have a fairly complicated financial life and Rob Costello has been a tremendous help in helping us organize all of the moving parts into a comprehensive financial plan to achieve all of our life goals. His services go way beyond just asset allocation and portfolio management. He is also very knowledgeable about estate planning, insurance needs, saving for college, business planning and retirement planning - and he takes a holistic approach to make sure that all of these areas work together. Rob is extremely friendly, a good communicator, and speaks TO us, not at us, or down to us. He takes the time to thoroughly explain the pros and cons of available options, gives us his recommendations, but allows us to make the final decision. And being a strictly fee-based fiduciary, we can contact him as often as needed and never have to worry about conflicts of interest or being pushed into investments that arent right for us. We highly recommend Costello Financial Planning to anyone looking to get their financial life in order.

Paula Howard I am extremely happy with the services I have received. The staff is super friendly and always helpful.

Sebastian Courtright We couldn’t figure out how to make my Zelle work for months and they spent their time to help me get it working after my email and phone number did not work. They found a way to help my Zelle finally work.

Stacy Heidt I have worked with Ron for years and he is fantastic to work with-He made the financing process, smooth, stress-free, and efficient. He is knowledgeable and responsive. Highly recommend!

Tim Martell I would give 0 stars if I could. Sales team sold me a product I did not want. Awful communication, service, and experience. Stay away