FinancialMD - East Lansing (MI)

demecia thomas David has been an amazing partner on my financial freedom journey! His knowledge and willingness to go above and beyond for his clients is inspiring. He helped me build my business model and develop my brand which far exceeded the scope of what I originally hired him for. He has been a wealth of knowledge, a life coach, and most importantly, a great friend and resource for my family. I would highly recommend his services.

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.

Lindsay O Andy and John have been so professional and trustworthy

Bill Joyner Knowledgeable and very open about how and why they are making recommendations. Appreciate their unique perspective. Would recommend them to others.

Steve Conklin They have done a great job for us over the years!! We have complex taxes to prepare.