Secure Planning Strategies - Southfield (MI)

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.

David S Just meet with Jeffery today to do my business and personal taxes. He has to be the best accountant in the St Clair Shores area. He pointed out several tax deductions I would have completely missed! I am very happy and would highly recommend this place to get your business and personal taxes done.

Charlie Thornbury Absolute great service. Very knowledgeable personnel. Happy to explain their advice ie how, when and why. I highly recommend this company for ALL your investment needs.

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.

Kyle Mack Anytime I have a question there is always someone available to help me. Excellent customer service and they take the time to ensure you are taken care of. Brandon Turnbull has been amazing to work with.

Phil Clark First class service. Personal attention. Genuinely interested in your investment success. Highly recommend.

Kathy S We went to the Livonia location and were greeted by Allison. She has a warm wonderful personality and made us feel comfortable right from the start. Tom and Phillip are extremely knowledgeable and put our minds at ease.