Broker Check

Our Team

How We Work

We are confident that with our understanding of personal finance and experience, coupled with our training as financial professionals, we can advise our valued clients on how to better prepare for their futures. After many decades, and a wealth of experience, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives, goals and dreams. We feel a deep commitment to our valued clients and community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Firm's Leader

Al Procaccino II, Founded Castle Financial in 1992

Certified Financial Fiduciary®, Certified Financial Planner™, Certified Fund Specialist®, former 5 Star rated Morningstar Institutional Money Manager and President, Chief Compliance Officer of Castle Financial, a Registered Investment Advisor with the SEC.

(732) 888-4994

aap@castlefinancial.com

Al Procaccino is a Certified Financial Fiduciary®, Certified Financial Planner™, Certified Fund Specialist®. As President & CEO of Castle Financial, he has been active in the financial services industry...

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