Costanzo Financial Group

Our Story

Established over 50 years ago, Costanzo Financial Group (CFG) has built a legacy of providing personalized retirement planning and investment management services. Our journey began in 1965 when Andrew J. Costanzo founded the firm in Pittsburgh, Pennsylvania, driven by a passion for helping individuals secure their financial futures. Throughout the decades, CFG has evolved alongside the evolving needs of our clients, constantly adapting to industry changes and embracing innovation.

The second generation, Andrew J. Costanzo, Jr., joined his father in 1971, solidifying a family tradition of financial expertise and client-centric service. By 1985, the firm established itself as a leader in 403(b) retirement planning for educators, demonstrating their commitment to serving specific communities. In 1998, CFG broadened its scope to encompass a wider range of retirement planning and investment management services, catering to the diverse needs of individual and family clients.

Third-generation member, Matthew A. Costanzo, joined the firm in 2009, further cementing the family's dedication to carrying the torch of financial stewardship. 2010 marked a significant expansion with the opening of a second location in San Diego, California, signaling CFG's growing ambition to serve clients across the nation.

Rebranding to Costanzo Financial Group (CFG) in 2011, the firm solidified its position as a national authority in financial planning. Under the guidance of experienced advisors, including the addition of Brian D. Dick in 2006, CFG built a nationwide network of trusted professionals, consistently focusing on client education and enhanced service offerings. Technological advancements played a key role in this growth, with CFG implementing a robust operational platform in 2014 that facilitated nationwide client service and secured the expertise of Sheila Eivazi as Director of Operations.

Values

At CFG, we believe that strong, enduring relationships with our clients are built on a foundation of shared values. These values guide our every interaction and decision, ensuring that we always act in the best interests of our clients and their families.

• Character: Integrity, trust, and mutual respect are paramount in our client relationships. We strive to demonstrate these qualities in all our dealings, building a foundation of confidence and transparency.

• Competence: Our team of seasoned financial advisors brings a wealth of knowledge and experience to the table. We are committed to staying abreast of industry trends and advancements, ensuring our clients receive the most accurate and insightful guidance.

• Consistency: Building long-lasting relationships is at the heart of CFG's philosophy. We are dedicated to providing consistent, exceptional service that empowers clients to navigate each stage of their financial journey.

Retirement Planning and Investment Management

Navigating the complexities of retirement planning and investing can be overwhelming. CFG's expert team of advisors provides comprehensive guidance, helping individuals and families create tailored strategies that align with their unique goals, risk tolerance, and retirement vision. We believe in a proactive and holistic approach, ensuring that our clients are fully informed and empowered to make confident financial decisions.

Whether you are just starting your career or nearing retirement, CFG offers a range of personalized services, including:

• Retirement Income Planning: We help you determine your estimated retirement income needs and develop a sustainable plan to ensure financial security throughout your golden years.

• Investment Portfolio Management: Our experienced advisors craft diversified portfolios designed to meet your specific investment objectives and risk tolerance, actively managing your investments to maximize growth and protect your capital.
• Retirement Account Rollovers: If you're considering transferring existing retirement funds to a new account, we provide expert guidance on the process, helping you choose the best options to maximize your retirement savings.
• Legacy Planning: We work with you to create a comprehensive estate plan that reflects your wishes and ensures your assets are distributed according to your intentions.

Client Empowernment

CFG's commitment to client empowerment extends beyond traditional financial planning. We believe in providing you with the tools and knowledge you need to make informed financial decisions. Through our interactive client education center and a dedicated team of advisors, we strive to create a collaborative and transparent relationship, ensuring you feel confident and in control of your financial future.