Castle Financial
Castle Financial - Financial Planning and Investment Advisory Services.
Business Model:
Revenue: $22M
Employees: 11-50
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Detailed Castle Financial Information
Geographic Data
Address: 590 Madison Avenue
City: New York
State: NY
Zip: 10022
Country: US
Financial Info
Stage:
Raised Last:
$0
Raised Total:$0
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3,692,254Website Global Rank
3,162Website Monthly Traffic
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Description
They believe wealth management involves a variety of strategies that are most effective when tailored to a client’s individual needs, goals and aspirations. With this in mind, in addition to their services, they can also refer other professionals — CPAs, Attorneys, Actuaries, Pension Strategists, Risk Transfer Consultants, Family Business Psychologists and other advisers — who work closely with clients to build a customized financial plan designed to help them meet their goals in a tax efficient manner.At Castle Financial, they seek first to understand their client’s objectives and then to develop a plan to help them achieve their financial and lifetime goals. They will conduct an in-depth review and analysis of each client’s situation, and then apply the collective knowledge of their financial planning team who can understand the multiple financial issues unique to each client.
Contact Phone:
+12125214348
Contact Email:
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