Costanzo Financial Group is a full service Investment and Retirement Planning Services firm. Our firm spans three generations and has been providing Individual and Corporate Planning Services to our clients for over 45 years.

Costanzo Financial Group's value proposition is our commitment to dedicate the proper time necessary to educate each client on their investment and retirement planning options, in order to empower them to make decisions that meet their personal and financial objectives.

Currently, Costanzo Financial Group manages upwards of 400 million dollars of individual retirement assets and consults on over 125 employee retirement plans.

Our firm's competitive advantage is our experience and knowledge, combined with the strength and innovation of Cetera Advisors LLC, our full service broker/dealer, which creates a successful partnership that links our organization to technology, resources, and a broad spectrum of investment products and services designed to meet a wide range of investment and retirement planning objectives.

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Individual Planning

Costanzo Financial Group works with individuals to develop a customized retirement plan, manages their personal investments, and designs risk management strategies that are centered on a client's pursuit of financial security.

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Corporate Planning

Costanzo Financial Group assists employers in designing, implementing, and consulting on retirement plans for their management team and employees.

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Get Started Today

In order to start the Individual or Corporate Planning process with our firm, please fill out our Confidential Questionnaire, which can be downloaded by clicking the "Get Started" button below. Please be assured that all information will be held in strict confidence.

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