Castle Financial Group
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 1-10 Employees

View Company Info for Free

Overview

Headquarters

700 4 Ave SW Suite 1250, Calgary, Albert...

Phone Number

(317) 849-9559

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
3
1

About Castle Financial Group

Castle Financial specializes in boutique financial advising services, focusing on tax minimization strategies for private corporations and their owners. Their areas of expertise include life insurance planning, investment products, and corporate financial planning services. They cater to individual and corporate clients, providing customized financial plans, cash flow analysis, and long-term retirement planning. The company's mission is to build enduring wealth through effective financial strategies.Explore more
Castle Financial Group's Social MediaPopular SearchesCastle Financial GroupCastle Liquor IncCastle FinancialCastle Investment AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Castle Financial Group Org Chart

PhoneEmail
NC
Canada flag for contact location.

President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Castle Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Castle Financial Group

Compare insights from companies similar to Castle Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Castle Financial Group

<$5M
1-10
Private
-
1994
<$5M
1-10
Private
<$5M
1988
BC
Bob CourtneyOwner and President
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2005
TK
Tricia KrietzbergPractice Manager
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1901
ME
Michael EnrightBusiness Development Manager, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Castle Financial Group Tech Stack

A closer look at the technologies used by Castle Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Castle Financial Group

What is Castle Financial Group's official website?
Castle Financial Group's official website is www.castlefinancial.net
What is Castle Financial Group's Revenue?
Castle Financial Group's revenue is <$5 Million
What is Castle Financial Group's SIC code?
Castle Financial Group's SIC: 62,628
What is Castle Financial Group's NAICS code?
Castle Financial Group's NAICS: 52,523
How many employees does Castle Financial Group have?
Castle Financial Group has 1-10 employees
What industry does Castle Financial Group belong to?
Castle Financial Group is in the industry of: Finance, Securities Trading
What is Castle Financial Group competition?
Castle Financial Group top competitors include: Prism Financial Group, Focus Financial Network, Copper Canyon Wealth Management, Stephen Napier
What technology does Castle Financial Group use?
Some of the popular technologies that Castle Financial Group uses are: Sentry, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Castle Financial Group?
Castle Financial Group contact info: Phone number: (317) 849-9559 Website: www.castlefinancial.net
What does Castle Financial Group do?

Castle Financial specializes in boutique financial advising services, focusing on tax minimization strategies for private corporations and their owners. Their areas of expertise include life insurance planning, investment products, and corporate financial planning services. They cater to individual and corporate clients, providing customized financ... ial plans, cash flow analysis, and long-term retirement planning. The company's mission is to build enduring wealth through effective financial strategies.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.