Raymond James

Specialties

We are a local business who help you develop appropriate strategies, and construct well crafted portfolios and help you achieve your financial objectives.

We work with you to develop custom programs designed to address all aspects of your financial life. Although the specific needs of each individual are different,

we find that most of our clients look to us for one or more of the following:

–Retirement

–Legacy

–Lending

–Cash Management

–Institutional Investing

–Small Business Solutions

Securities offered through Raymond James Financial Services, Inc., member FINRA/​SIPC.

Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered.

Therefore, a response to a request for information may be delayed. Please contact us for more information.

History

Established in 2013.

Eric J. Costello (President/​Financial Advisor) and Kendra K. Cleary (Client Services Manager/​Office Manager) left Edward Jones in 2013 to launch Costello Wealth Strategies, An Independant Business. (Securities are offered through Raymond James Financial Services, member FINRA/​SIPC.)

At Costello Wealth Strategies, Eric and Kendra will work with you to develop custom programs designed to address all aspects of your financial life.

Meet the Business Owner

Eric J.

Business Owner

Eric J. Costello was born and raised in a small town in Northern California, Crescent City, right on the Oregon boarder.

He graduated from Del Norte High School in Crescent City, CA and went on to attend Shasta College in Redding, CA. In 1994, Eric graduated with an Associate of Arts degree, while at Shasta he played football, being inducted into their Hall of Fame.

Upon graduation from Shasta, Eric moved to Wichita Falls, Texas to play football at Midwestern State University and in 1997 graduated with a Bachelors in Business Administration with an emphasis in Finance.

He started his business with Edward Jones in Aptos, CA in 1999. While a FA with Edward Jones Eric was named a Limited Partner, as well as training new brokers in his region and serving on the Leadership Team.

Eric and Client Services Manager Kendra Cleary left Edward Jones to start Costello Wealth Strategies to better serve the needs of their clients and become a truly local business.