NetworkยทVenture Capital
๐ FAIR HAVEN, NJ
SEC CRD #801-79218
Castle Financial Services, Monmouth County NJ, NYC NY, Naples FL 740 River Road, Suite 208 209, Fair Haven, NJ 07704 (732) 888-4994 aap@castlefinancial.com Wealth Management the Right Way Helping our clients achieve their lifetime financial goals and protect their family's future. Supporting Guiding You Providing objective, unbiased advice deeply informed by your needs and financial goals. Making Financial Knowledge Accessible Simplifying financial complexities and providing resources and education to empower our clients. Providing the Financial Knowledge and Advice to Achieve Lifetime Financial Goals during your Working Years and into Retirement As a fiduciary , Castle Financial puts your interests first! Our fee-based independent SEC Registered Investment Advisory Firm offers personalized financial guidance to help you achieve your goals during your working years and into retirement. With a risk-averse approach and tactical investment strategy, we're passionate about securing your family's financial future. Meet Al Procaccino II who leads the professional team at Castle Financial As a Certified Financial Fiduciary , Certified Financial Planner , Certified Fund Specialist , and Certified Digital Asset Advisor , Al is a top-notch financial expert with an impressive background as a former Co-Manager of a 5 Star Morningstar Rated Fund. Castle Financial is here to help you achieve your short and long-term goals while protecting what matters most in your life with warm and profes
AL PROCACCINO
CHIEF COMPLIANCE OFFICER
๐ (732) 888-4994
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AUM
$108M
Location
FAIR HAVEN, NJ
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