Connie Costanzo
I am a Fiduciary for your Financial Planning needs. Together, you and I can create something wonderful for your retirement! We can sit together and chat about what's important to you and then create the right strategy to help you get where you're going. Our working relationship is one that grows and adapts along the way.
Most people don't have the time to study the market, economic conditions, etc., but I do! I read a ton and study so that I can help you.
Ben Franklin is known for saying..."People don't plan to fail, they just fail to plan."
Don't let that be you...Let's have a cup of coffee together and have a conversation.
Financial Advisor
Connie Costanzo is a Financial Planner/Investment Advisor with WestPoint Wealth Management, LLC. She brings over 20 years of experience in the Financial Services Industry. With her extensive background in Residential and Commercial Lending and Credit, as well as her tenure as a business owner, she has a unique perspective and passion for solving financial needs.
Her goal is to impact lives in a profound way through ethical wealth management and sound investment advice. She aims to provide the right financial strategies for you. Strategies that give you peace of mind so that you can enjoy life, not only now, but also well into the future. She also has tools and strategies to offer business owners employee investment solutions that will help increase retention and provide ongoing allocation recommendations and education for owners and employees.
Using the fundamental principle of putting the clients’ needs first, she will make a difference in your financial portfolio by taking what can seem complex and creating simple action steps to help you achieve your financial dreams. To design, implement and monitor together, is her goal for you, helping to protect the assets that you have and to build on them.
Connie enjoys living in Brunswick and being part of the Brunswick and surrounding communities. She has an amazing husband and four wonderful grown children, a beautiful daughter-in-law, as well as two grandchildren that she is incredibly proud of and who amaze her every day with the great endeavors they take on in life.