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Welcome to Green River Financial

As a Financial Planning and Wealth Management firm, serving individuals, families and business owners, we believe in partnering with our clients. Our tools are professional knowledge, experience, technology and common sense.

Once we understand your goals, we help you plan the journey, define the strategy, measure the progress and renew the vision when needed. Your achievement is our success.

Green Investing

Green Investing

Green Investing has Sustainable, Socially Responsible Investing (SRI) at its core. The science of SRI has been meticulously honed by professional investors since the early 70’s…
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Financial Planning

Individuals certified by the Certified Financial Planner (CFP) Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP®…
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Green Investing: The Blog

Check the background of this firm/investment professional on FINRA’s BrokerCheck.

Patrick Costello is a Registered Representative of Cambridge Investment Research, Inc. Securities are offered solely by Cambridge Investment Research, Inc.,  Member FINRA/SIPC, a Broker Dealer. Advisory services provided through Cambridge Investment Research Advisors, Inc., located at 1776 Pleasant Plain Rd., Fairfield, IA 52556 (800) 777-6080. Green River Insurance and Financial Services is independent of Cambridge Investment Research, Inc. J. Patrick Costello is insurance licensed in the State of CA.