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Richard Costello

Richard Costello


ChFC Chartered Financial Consultant
CLU Chartered Life Underwriter
REBC Registered Employee Benefit Consultant RHU Registered Health Underwriter

My sales career began when I was 13, hawking papers at the side of the road on the outskirts of Trenton, NJ. For 5 summers I worked the wheels at the Seaside Heights, NJ boardwalk, luring in customers with my witty repartee. I went into insurance right out of college and have been at it for the last 37 years. Layer on top 29 years as a financial consultant, and you’ve got my entire career.

I work for my clients, not a large insurance company or investment firm. Being independent is a key part of my business plan. I find the best financial vehicle to help my clients meet their specific goals and needs. I build long-term relationships with my clients, their families, and friends. My business is entirely word-of-mouth.

I married my high school crush 34 years ago, and we have a wonderful son and daughter and a very curious grandson. Family is everything to me.

I’ve always loved to travel, although not so much this year. I enjoy golf tremendously, and my wife and I spend most weekends in a little town called Lavallette, at the Jersey Shore. I have a new pandemic hobby, birding, which is about as relaxing as it gets.