Meet Al Procaccino II who leads the professional team at Castle Financial
As a Certified Financial Fiduciary®, Certified Financial Planner™, Certified Fund Specialist®, and Certified Digital Asset Advisor™, Al is a top-notch financial expert with an impressive background as a former 5-star rated Morningstar Institutional Money Manager.
Castle Financial is here to help you achieve your short and long-term goals while protecting what matters most in your life with warm and professional financial planning guidance from Al and our expert team. Together, we can put you on the path to financial success!
Financial & Retirement Planning
We help our clients develop personalized financial plans, utilizing various investments and strategies, to provide retirement income that will last a lifetime.
Investment Management
We structure portfolios with leading money managers and select them using a rigorous screening process in order to achieve our valued clients financial goals.
Family Wealth Preservation
We offer through our network of professionals comprehensive family legacy planning and wealth transfer counseling to preserve, pass on, and gift assets to future generations.
We Are Here For You:
As a leading Financial Advisory Company, we help clients create plans for retirement, wealth protection and growth, debt management, providing for loved ones, and comprehensive family legacy planning.