Eric J. Costello, President of Costello Wealth Strategies and Financial Advisor with Raymond James, and Kendra K. Cleary, Client Services Manager/Office Manager, left Edward Jones in 2013 to launch Costello Wealth Strategies, An Independent Firm. Securities are offered through Raymond James Financial Services, Inc.

They are also involved in our local community, Eric has been heavily involved in the American Red Cross, Santa Cruz County Chapter as past Chairman of the Board of Directors.

Both Eric and Kendra are members of Capitola-Aptos Rotary, the Aptos Chamber of Commerce and the Santa Cruz County Fair Heritage Foundation.

The professionals at Costello Wealth Strategies, consider investments as a means to an end, whether the goal is a comfortable retirement, a grandchild's education or a legacy for future generations. That's why they have chosen to work with Raymond James, a firm that focuses on goals, not transactions.

Backed by the wide array of resources, investments and tools available through Raymond James, they are well positioned to determine how to effectively address your needs, develop appropriate strategies, construct well-crafted portfolios and help you achieve your financial objectives.

At Costello Wealth Strategies, Eric and Kendra 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, they find that most of their clients look to them for one or more of the following solutions:

  • Retirement
  • Legacy and Estate
  • Lending
  • Institutional Investing
  • Cash Management
  • Small Business Solutions