Old Castle Financial

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

30 Vesey St Fl 9, New York, New York, 10...

Phone Number

(516) 394-2514

Revenue

<$5 Million

Industry

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

About Old Castle Financial

Old Castle Financial Advisors specializes in tailored retirement strategies and portfolio management, offering personalized financial solutions to clients. They serve a diverse clientele, including entrepreneurs, executives, pre-retirees, retirees, and high-net-worth individuals, providing wealth management and risk management services. Their experienced team focuses on understanding clients' financial goals and developing unique strategies to meet their needs. The firm emphasizes long-term relationships built on open communication to support clients through various life changes and market conditions.Explore more
Old Castle Financial's Social MediaPopular SearchesOld Castle FinancialOld Castle Financial AdvisorsDuswalt RonaldRonald DuswaltOld Castle Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Old Castle Financial Org Chart

PhoneEmail
BV
United States flag for contact location.

Registered Client Service Associate

PhoneEmail
KB
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Administrative Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Old Castle Financial

<$5M
1-10
Private
-
2003
BV
Barbara ViolaRegistered Client Service Associate
$10.3M
11-50
Private
-
1983
PK
Philippe KamdemResposable De La Division Juridique, Du Recouvrement Et Du ContrĂ´le Des Engagements
$7.3M
1-10
Private
-
1996
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2010
DF
David FowlerWealth Advisor & Chief Financial Officer, Cpfa, Mrfc
<$5M
11-50
Private
-
-
JT
Jillian ThibodeauDirector, Client Relations & Business Operations
<$5M
1-10
Private
-
-
LW
Lucas WakamatsuClient Relationship Manager
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Old Castle Financial Tech Stack

A closer look at the technologies used by Old Castle Financial

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Frequently Asked Questions Regarding Old Castle Financial

What is Old Castle Financial's official website?
Old Castle Financial's official website is www.oldcastlefinancial.com
What is Old Castle Financial's Revenue?
Old Castle Financial's revenue is <$5 Million
What is Old Castle Financial's SIC code?
Old Castle Financial's SIC: 62,628
What is Old Castle Financial's NAICS code?
Old Castle Financial's NAICS: 52,523
How many employees does Old Castle Financial have?
Old Castle Financial has 1-10 employees
What industry does Old Castle Financial belong to?
Old Castle Financial is in the industry of: Finance, Securities Trading
What is Old Castle Financial competition?
Old Castle Financial top competitors include: Lincoln Financial Advisors, Alliance Financial Partners, Charter Financial Group, Financial House
What technology does Old Castle Financial use?
Some of the popular technologies that Old Castle Financial uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, FMG Suite
How do I contact Old Castle Financial?
Old Castle Financial contact info: Phone number: (516) 394-2514 Website: www.oldcastlefinancial.com
What does Old Castle Financial do?

Old Castle Financial Advisors specializes in tailored retirement strategies and portfolio management, offering personalized financial solutions to clients. They serve a diverse clientele, including entrepreneurs, executives, pre-retirees, retirees, and high-net-worth individuals, providing wealth management and risk management services. Their exper... ienced team focuses on understanding clients' financial goals and developing unique strategies to meet their needs. The firm emphasizes long-term relationships built on open communication to support clients through various life changes and market conditions.Read More

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

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