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Costanzo Financial Advisors

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Tampa
CRD Number
Website costanzofa.com
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Overview

Costanzo Financial Advisors provides comprehensive financial planning and retirement planning services to employees and business owners, with a focus on employer-sponsored retirement plans such as 401(k)s, 403(b)s, pensions, ESOPs, SEPs, IRAs, and brokerage accounts. The firm develops personalized financial strategies tailored to each client’s individual goals and circumstances and offers investment advisory services through Brookstone Capital Management, LLC, a registered investment adviser.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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