Edward Jones - Financial Advisor: James Shipe

My name is Rich Costello, I have been a resident of the Greater Conejo Valley for the past 30 years. My passion is to help people! If you are looking for an agent who will come along side you in that time of need, I am your guy whether it is Auto, Home, Renters, Commercial, Life, Health, Financ...

HistoryOur team has over 100 years of combined experience in Tax planning, Tax compliance & Life Insurance. Let us guide you through the complexity with an efficient and effective strategy for your benefit! We also work with individuals needing Life insurance, whether it be Final Expense, Whole Life, Term, IUL, even if you want to have an Annuity, with our team of Life Insurance Brokers having licenses covering over 30 states & over 30 carriers, we work to make sure you can get the coverage you need.SpecialtiesWe package Grantor Trusts, Life Policies & Private Loans that will build life-long wealth for high income tax clients. However, we are also a Life Insurance Brokerage, so for individuals needing life insurance whether it be Final Expense, Term, Whole life, IUL, even Annuities, we can service you with your needs within the over 30 carriers we have as well as being licensed in over 30 states.