Castle Financial Partners

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

2450 Delhi Commerce Dr Ste 10, Holt, Mic...

Phone Number

(517) 331-8331

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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1
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About Castle Financial Partners

Castle Financial Partners specializes in simplifying complex financial planning strategies for individuals and businesses, particularly focusing on the needs of physicians. Their services include financial planning, business planning, investments, and insurance, aimed at helping clients achieve their financial goals. The firm prides itself on a blue-collar work ethic, emphasizing genuine care for the financial success of their community. They offer a variety of resources, including articles, calculators, and videos, to support clients in building their financial future.Explore more
Castle Financial Partners's Social MediaPopular SearchesCASTLE Financial PartnersCastle Financial LLCGregory D Washington Castle Financial PartnersCastle Financial Partners - LLCCastle Financial Partners AsSIC Code 62,628NAICS Code 52,523Show more

Castle Financial Partners Org Chart

PhoneEmail
NM
United States flag for contact location.

President & Financial Advisor

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Compare insights from companies similar to Castle Financial Partners, 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 Partners

<$5M
1-10
Private
-
2017
NM
Nicholas McClearyPresident & Financial Advisor
$5.7M
11-50
Private
-
2010
KH
Kay HerringDirector, Operations
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2010
SC
Scott ChapmanInvestment Advisor & Representative & Owner
<$5M
1-10
Private
-
2003
KT
Kimberly TuckerRegistered Client Service Associate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
RP
Ronald PolluconiPrivate Bank Market Leader
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Castle Financial Partners Tech Stack

A closer look at the technologies used by Castle Financial Partners

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Frequently Asked Questions Regarding Castle Financial Partners

What is Castle Financial Partners's official website?
Castle Financial Partners's official website is www.castlefinancialpartners.com
What is Castle Financial Partners's Revenue?
Castle Financial Partners's revenue is <$5 Million
What is Castle Financial Partners's SIC code?
Castle Financial Partners's SIC: 62,628
What is Castle Financial Partners's NAICS code?
Castle Financial Partners's NAICS: 52,523
How many employees does Castle Financial Partners have?
Castle Financial Partners has 1-10 employees
What industry does Castle Financial Partners belong to?
Castle Financial Partners is in the industry of: Finance, Insurance, Securities Trading
What is Castle Financial Partners competition?
Castle Financial Partners top competitors include: UCL Financial Group, Elaine D Ellis at Pacific Advisors, Columbia Wealth Management, Hoover & Associates
What technology does Castle Financial Partners use?
Some of the popular technologies that Castle Financial Partners uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Font API
How do I contact Castle Financial Partners?
Castle Financial Partners contact info: Phone number: (517) 331-8331 Website: www.castlefinancialpartners.com
What does Castle Financial Partners do?

Castle Financial Partners specializes in simplifying complex financial planning strategies for individuals and businesses, particularly focusing on the needs of physicians. Their services include financial planning, business planning, investments, and insurance, aimed at helping clients achieve their financial goals. The firm prides itself on a blu... e-collar work ethic, emphasizing genuine care for the financial success of their community. They offer a variety of resources, including articles, calculators, and videos, to support clients in building their financial future.Read More

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

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