Stoney Creek Advisors, LLC - Rochester Hills (MI)

Joseph Earl Hines II Amazing company and I’m glad I stopped in today!

Max Mashni poppy go boom

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.

Carrie Curnow After moving, my husband and I both thought the other had paid our life insurance premium, and unfortunately, my contract had lapsed. Brian was a tremendous help in finding a new carrier that provided the coverage we needed at a reasonable price. Despite having some health issues, I thought it would be impossible to get coverage again, but Brian was incredibly knowledgeable and patient throughout the entire process. He explained everything clearly at each step, without any high-pressure sales tactics, and acted as a true consultant, answering all of our questions and making the best recommendations. We couldn’t be happier with the outcome. Thank you, Brian, for your exceptional service!

Stephen Johnston Mike and his team are great. First and foremost, they will be honest and respectable with you or your loved ones. Secondly, they provide a great breadth of knowledge and expertise in their field. You will be in good hands with IWC.

Carolina González 310559