Navigating Retirement with Castle Financial

740 River Road, Suite 208 & 209, Fair Haven, NJ 07704

(732) 888-4994

aap@castlefinancial.com

Home
Fiduciary
Our Services
Market Updates
- Market Updates
- Financial Markets Update
Family Legacy Planning
Events
Resources
Contact

Navigating Retirement with Castle Financial

Contact

Office: (732) 888-4994

740 River Road

Suite 208 & 209

Fair Haven, NJ 07704

aap@castlefinancial.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Charles Schwab & Co., Inc. account custodian Member FINRA/SIPC Securities also offered through Simplicity Investments, Inc. Member FINRA/SIPC, 475 Springfield Avenue, Summit, NJ 07901, 303-797–9080. Fee based advisory services processed through and supervised by Castle Financial – an SEC Registered Investment Advisory firm and separate entity from Simplicity Investments, Inc. and Charles Schwab & Co., Inc.

Disclosures | Form CRS | ADV Part 2A | ADV Part 2B