Broker Check

Strategic Partners

James J. Costello, Jr., Estate Planning Attorney - Mr. Costello holds a Master of Laws in Taxation from Georgetown University Law Center and is admitted to the New Jersey, Connecticut, and District of Columbia Bars as well as the United States Tax Court. He is a member of the Sections on Taxation and Real Property, Probate & Trust Law of the American & New Jersey Bar Associations.  Mr. Costello is a founding Member of the law firm of Vizzoni & Costello, L.L.C., located in Bridgewater, NJ.  His practice is concentrated in the areas of wills, trusts, general estate planning, sophisticated estate and gift tax planning, estate administration and elder law.  James is not affiliated with LPL Financial.

Ryan S. Curran, CPA - Mr. Curran is a Certified Public Accountant in New York and New Jersey and is a Principal at Curran LLP, a growing CPA practice situated in Newark, NJ, with a client base throughout the United States. In his capacity as Principal, Ryan is responsible for providing effective tax recommendations and solutions for his clients, with the specific purpose of minimizing tax liabilities for individuals and businesses alike, and providing advice to bolster profitability for his business clients. He also provides a full suite of bookkeeping, accounting, and auditing services to his clients. Ryan is currently attending Rutgers Law School in the evenings and is pursuing a Juris Doctorate degree with a focus on taxation. Ryan is not affiliated with LPL Financial.