Investment Advisor: Castle Financial
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Company: Castle Financial
Contact: Al Procaccino
2899 State Highway 35
Hazlet, New Jersey, 07730-1549
Phone: (732) 888-4994
Fax:
(732) 888-8312
Website: http://www.castlefinancial.com
Castle Financial is a leader in wealth advocacy. We combine a group of talented independent professionals to guide and perpetuate the wealth of our clients. We use a sophisticated approach to financial planning, portfolio construction and estate planning.
Serves Counties: Middlesex (NJ), Monmouth (NJ), Ocean (NJ)
License #: 107865
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: Over 25 Years
Designations: CFP®, CFS
Products:
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Options & Futures
Alternative Investments
Exchange Traded Funds (etfs)
Minimal Assest: $250,000
License Type:
Insurance Type:
Disclosure: Securities are offered through Registered Representatives of Cadaret, Grant & Co., Inc., member FINRA/SIPC.
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