Matthew Costa

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Matthew Costa is a financial consultant based in Fishkill, New York, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, Matthew provides tailored financial planning that addresses each client's specific situation, time horizon, and risk tolerance. His practice focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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