Patrick J. Costello - Providing IZALE with nationally recognized leadership experience.

"I am a Master Gardener. The same attention and care I give to my craft, I give to my clients and colleagues!" ~ Patrick J. Costello, Vice President of Sales

Patrick J. Costello is President and CEO of Costello & Associates, LLC. He created Costello & Associates to provide consulting services to credit unions on bond, property and casualty coverage, employee benefits, risk management and personnel practices. Patrick develops and provides leadership and technical training to board of directors and employee groups consulting with all levels of credit union personnel.

Prior to starting his own company, Patrick served as Account Vice President for Corporate Services at CUNA Mutual Group. He was the recipient of many awards from CUNA Mutual Group, including the President's Council Award and the Account Vice President of the Year in 2004. Patrick enjoys relationships from 30 years in the credit union industry.

Patrick and his wife, Lynn, reside in Davisburg, Michigan. Patrick is a master gardener, and participates in several horticultural groups.

IZALE is proud to celebrate on November 8, 2017 Patrick Costello, Chairman of the Oakland Conservation District received the highest honor when awarded the Director of the Year during the Michigan Association of Conservation District's Fall Convention! Bravo Patrick!

Contact Patrick directly at: 248-459-2221 or email

Client Log-In

Contact

855-492-5334 | Contact

Join Our Mailing List

Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard. What does the fiduciary standard mean? This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments. The recommendations made by your advisor must be based upon your specific investment needs and objectives. The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account.

Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Scott Richardson at 855-492-5334 .