Kelsey Costantini

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Kelsey Costantini is a financial consultant based in Boston, Massachusetts, affiliated with Oppenheimer. She provides comprehensive financial planning and investment strategies tailored to each client's unique goals and risk tolerance. Kelsey specializes in serving high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection. Her approach includes an in-depth discovery process to understand clients' specific financial situations and needs.

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