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As a Comprehensive Financial Services 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.

If you would like a free review of your existing investment portfolio, annuity, small business retirement plan or insurance policy, please contact us at your earliest convenience.


321 San Anselmo Avenue
San Anselmo, CA 94960

T    415.453.6000
C    415.710.3978
F     415.520.0299
E     pcostello@protectedinvestors.com

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., a Registered Investment Advisor,  located at 1776 Pleasant Plain Rd., Fairfield, IA 52556 (800) 777-6080. Green River Insurance and Financial Services is independent of Cambridge.  J. Patrick Costello is insurance licensed in the State of CA, and is securities licensed in the states of CA, WA, NY and TX.