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Castle Financial & Retirement Planning Associates Inc.

Headquartered in FAIR HAVEN, NJ

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Firm Information

Castle Financial & Retirement Planning Associates Inc. is a registered investment adviser headquartered in Fair Haven, NJ. They specialize in financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages approximately $96,597,545 in assets for 346 clients, including high-net-worth individuals and individuals other than high-net-worth.

Castle Financial & Retirement Planning Associates Inc.

740 RIVER ROAD

FAIR HAVEN, NJ 07704

$96.60M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC. has a total of 1 branch locations across the country.
location

FAIR HAVEN, NJ

Advisors at Castle Financial & Retirement Planning Associates Inc.

View All 1 Advisors
Unclaimed
Alphonse Albert Procaccino

RA

FAIR HAVEN, NJ

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Disclosures

There are no public disclosures for Castle Financial & Retirement Planning Associates Inc..

Frequently Asked Questions (6)

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