Costanzo Financial Advisors

Financial Services • 33920 US Highway 19 N, Suite 351, United States • 1-10 Employees

Company overview

Headquarters	33920 US Highway 19 N, Suite 351, Palm Harbor, Florida 34684, US
Phone number	+17273351608
Website	costanzofa.com
NAICS	52
Employees	1-10
Socials

Key Contact at Costanzo Financial Advisors

Al Costanzo

President

About Costanzo Financial Advisors

At Costanzo Financial Advisors, we specialize in helping employees and business owners with their employee benefit retirement plans. This includes 401k's, IRA's, Brokerage Accounts, 403b's, pensions plans, employee stock ownership plans and SEP's. As a financial advisor, I help clients achieve their goals financially by developing, implementing and updating comprehensive financial plans that are specific to them. Everyone has different financial needs and situations that financial plans need to be tailored to. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and JD Mellberg are separate companies but are affiliated through common ownership. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Costanzo Financial Advisors revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Costanzo Financial Advisors has never raised funding before.

Costanzo Financial Advisors Tech Stack

Discover the technologies and tools that power Costanzo Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Astra

WordPress themes

Gravity Forms

Form builders

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

Akismet

WordPress plugins

WordPress

Blogs

YouTube

Video players

The Events Calendar

WordPress plugins

Frequently asked questions

Costanzo Financial Advisors is located in 33920 US Highway 19 N, Suite 351, US.

You can reach Costanzo Financial Advisors at +17273351608.

Costanzo Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Costanzo Financial Advisors

Al Costanzo

President

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