Castle Financial
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
590 Madison Ave Fl 21, New York, New Yor...Phone Number
(212) 521-4348Website
www.castlefinancial.comRevenue
$5.5 MillionIndustry
About Castle Financial
Castle Financial Services is an independent SEC Registered Investment Advisory Firm that prioritizes clients' interests by offering personalized financial guidance. They provide a range of services including wealth management, retirement planning, risk management, and family legacy planning. Their target clients include individuals seeking to achieve their financial goals during their working years and into retirement. Led by Al Procaccino II, the firm emphasizes a risk-averse approach and tactical investment strategies to secure clients' financial futures.Explore more
Castle Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Castle Financial Tech Stack
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Castle Financial Services is an independent SEC Registered Investment Advisory Firm that prioritizes clients' interests by offering personalized financial guidance. They provide a range of services including wealth management, retirement planning, risk management, and family legacy planning. Their target clients include individuals seeking to achie... Read More
