Castillo Financial Group

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

99 Wall St Ste 2545, New York, New York,...

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Castillo Financial Group

Castillo Financial Group is an independent financial services firm that specializes in providing comprehensive insurance solutions, tax-free retirement planning, college planning, and social security and Medicare benefits. They focus on creating customized financial strategies for individuals and businesses in the New Jersey - New York area, emphasizing trust, integrity, and personalized service. Their offerings include income for life retirement strategies and social security maximization reports, aimed at helping clients achieve their financial goals. The firm prides itself on clear communication and building lasting relationships with clients to ensure their financial needs are met.Explore more
Castillo Financial Group's Social MediaPopular SearchesCastillo Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Castillo Financial Group Org Chart

YA
United States flag for contact location.

Co-Chief Executive Officer

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Castillo Financial Group

<$5M
11-50
Private
-
-
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
2018
Micheline Dagher, President & Financial Advisor at Dagher Financial
Micheline DagherPresident & Financial Advisor
<$5M
1-10
Private
-
2007
TW
Timothy WalkerFiduciary Financial Advisor & Founder & Operator
<$5M
1-10
Private
-
-
KE
Kimberly EdsallPresident & CEO
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Castillo Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Castillo Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Castillo Financial Group.

Top Finance Companies

Frequently Asked Questions Regarding Castillo Financial Group

What is Castillo Financial Group's official website?
Castillo Financial Group's official website is www.castillofinancialgroup.com
What is Castillo Financial Group's Revenue?
Castillo Financial Group's revenue is <$5 Million
What is Castillo Financial Group's SIC code?
Castillo Financial Group's SIC: 62,628
What is Castillo Financial Group's NAICS code?
Castillo Financial Group's NAICS: 52,523
How many employees does Castillo Financial Group have?
Castillo Financial Group has 11-50 employees
What industry does Castillo Financial Group belong to?
Castillo Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Castillo Financial Group competition?
Castillo Financial Group top competitors include: Capital Bay, Rogers Financial Group, Fortress Financial, Best Financial Website
What does Castillo Financial Group do?

Castillo Financial Group is an independent financial services firm that specializes in providing comprehensive insurance solutions, tax-free retirement planning, college planning, and social security and Medicare benefits. They focus on creating customized financial strategies for individuals and businesses in the New Jersey - New York area, emphas... izing trust, integrity, and personalized service. Their offerings include income for life retirement strategies and social security maximization reports, aimed at helping clients achieve their financial goals. The firm prides itself on clear communication and building lasting relationships with clients to ensure their financial needs are met.Read More

What are Castillo Financial Group social media links?
Castillo Financial Group Linkedin page
Is Castillo Financial Group a public company?
Castillo Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Castillo Financial Group

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