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Trusted Financial Advisor in New York City, NY

New York Office

590 Madison Avenue 21st Floor

New York, NY 10022

Phone: (212) 200-1010

Mon-Fri: 9:00 AM - 4:00 PM


Castle Financial New York City Office

Welcome to Castle Financial's New York City office, your premier destination for comprehensive financial services. At Castle Financial, we are dedicated to helping you navigate the complexities of personal and business finance with tailored solutions designed to meet your unique needs and help you reach your financial goals and dreams.

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About Castle Financial

Castle Financial is a leading financial advisory firm committed to providing expert guidance and strategic financial planning. We believe in providing transparent, disinterested financial advice to individuals and businesses. We pride ourselves on taking the time to really know and understand our valued clients and the dreams that drive them. We work as a team to provide customized financial solutions to our clients that are tax-advantaged and geared toward growth.

Our Financial Advisor Services

Our New York City office offers a wide range of financial services to address your specific financial needs. Whether planning for retirement, managing investments, or securing your family's financial future, our team of experienced professionals is here to assist you. Our services include:

  • Wealth Management: Customized strategies to grow and preserve your wealth.
  • Retirement Planning: Comprehensive plans to ensure a secure and comfortable retirement.
  • Investment Advisory: Expert advice on optimizing your investment portfolio for maximum returns.
  • Estate Planning: Strategic solutions to protect and transfer your assets efficiently.
  • Insurance Services: Tailored insurance solutions to safeguard your financial well-being.

Why Choose Castle Financial?

There are so many great reasons to choose Castle Financial as your trusted financial advisor. We truly believe that everyone deserves to thrive financially and that our experience and expertise can help you achieve your financial goals. We believe in fostering long-term relationships with our clients and seeing them and their families through to financial freedom and prosperity. More reasons why working with us can be a game-changer:

  • Client-Centric Approach: At Castle Financial, we prioritize your unique financial goals and create personalized strategies to help you achieve them.
  • Team Expertise: Our team of skilled financial advisors brings a wealth of knowledge and experience to guide you through every financial decision.
  • Integrity and Transparency: We believe in building trust through open communication and transparent financial practices.
  • Nationwide Service: Castle Financial is proud to extend our services nationwide, ensuring that individuals and businesses across the country can benefit from our expertise.

Financial Advisor New York City, New York

If you’ve been searching for a “financial advisor near me,” you have come to the right place! Whether you want to visit on the phone or in person, our New York City office is conveniently located and is ready to welcome you!

590 Madison Avenue, 21st Floor

New York, NY 10022

Whether you're a resident of the city or a business owner in the bustling metropolis, Castle Financial is here to support your financial journey. For personalized financial advice in the heart of New York City, Contact Castle Financial today.

NOTE: Castle Financial provides financial services nationwide, serving clients beyond our physical office locations in Fair Haven, NJ, Naples, FL, and New York City. Don’t hesitate to reach out and schedule a virtual appointment via Zoom, email, or phone!

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