Castle Wealth Partners
Finance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
2870 Johnson Ferry Rd Ste 200, Marietta,...Website
www.castlewealthpartners.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Castle Wealth Partners
Castle Wealth Partners offers personalized financial services aimed at helping clients build specialized financial plans. Their team of experienced professionals collaborates closely with clients to explore options that align with individual strategies and goals. The firm prioritizes the financial well-being of families, providing services in retirement, investment, estate planning, insurance, and tax management. They are committed to acting in the best interest of their clients while ensuring a high level of service.Explore more
Castle Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2021
CK
Chauna KingDirector, Business Development & Program Manager, Financial Wellness Benefits
Company Profile Activity
Activity Insights
Castle Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Castle Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Castle Wealth Partners.
Castle Wealth Partners Tech Stack
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Castle Wealth Partners offers personalized financial services aimed at helping clients build specialized financial plans. Their team of experienced professionals collaborates closely with clients to explore options that align with individual strategies and goals. The firm prioritizes the financial well-being of families, providing services in retir... Read More
