5 Star Award Disclosure

Please Note: No portion of the video content, ratings and recognitions by third-party rating services, or any amount of prior experience or success should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Castle Financial & Retirement Planning Associates, Inc. (“Castle Financial”) or Mr. Al Procaccino are engaged, or continue to be engaged, to provide investment advisory services. The Five Star Wealth Manager award program has been recognizing and promoting outstanding wealth managers since 2000. Five Star Professional conducts market research to identify excellent service professionals in over 45 markets across the U.S. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include, but are not limited to, assets under management and client retention rates. Candidates also undergo a thorough regulatory and complaint review. Mr. Al Procaccino received the 2025 award on 12/01/2024 for the time period 03/13/2024 through 10/07/2024. A fee was not paid by either Mr. Al Procaccino or Castle Financial to be considered or placed on the final list for the ranking. A fee was paid for the use of marketing materials. Castle Financial remains available to address any questions regarding the recognitions.