Fair Haven Commons,
740 River Road, Suite 208 & 209,
At Castle Financial, we take pride in our experienced and knowledgeable team of financial professionals. With a national client base, we have teams in place to serve clients throughout the entire USA. We are confident that our team's expertise and understanding of personal finance can help our clients better prepare for their futures. Over many decades, we have earned a reputation for providing education in an easy-to-understand manner, enabling our clients to grasp personal finance concepts and pursue their financial goals and dreams. We feel a deep commitment to our clients and community and strive to provide excellent service and support to help them achieve financial success.
Certified Financial Fiduciary®, Certified Financial Planner™, Certified Fund Specialist®, Certified Digital Asset Advisor™, former awarded 5 Star rated Morningstar Institutional Money Manager and President, Chief Compliance Officer of Castle Financial, a Registered Investment Advisor with the SEC.
Al has been active in the financial services industry since 1980 and has had the pleasure of helping both individuals and corporations manage their wealth.
Our philosophy is a simple one. Putting your interest first isn’t just our legal obligation, it’s the foundation of everything we do. Our goal is to understand who you are, what’s important to you and what we need to be planning for. Given our knowledge and experience, combined with our large network of specialists, we are able to be an objective resource for our clients in every facet of their financial lives.
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