Brian P. Costello

The Waterford Group LLC provides investment management solutions. It offers retirement plans and investment management services. The company was founded by Brian P. Costello, Michael J. Merriman and Mary K. O’Brian and is headquartered in Pittsford, NY.

Part of Alera Group, Inc., Alera Group Wealth Services is a financial services firm based in Deerfield, IL. The company offers a holistic suite of services to address the financial planning, investment, and wealth management needs of individuals and families. The CEOs of the company are Michael Moorhead, Dennis Barnes, Don M. Tippett. Alera Group Wealth Services provides personalized financial planning to help clients make the best decisions for their life at the right times. The company offers resources such as events, insights, and news articles to keep clients up to date. Alera Investment Management experts can help clients develop a strategy to comfortably achieve their financial goals and intelligently manage risk. GCG Wealth Management offers an integrated wealth management approach.