Castle Financial Advisors LLC is a full-service financial advisory firm specializing in individualized financial planning, investment management, and retirement strategies. Serving clients from its Hauppauge, New York office, the firm focuses on building long-term relationships through a holistic approach to financial guidance. Castle Financial tailors its services to both individuals and small businesses, with a commitment to empowering clients to make informed financial decisions.

The firm integrates traditional financial advising with modern investment strategies, aiming to help clients achieve goals such as wealth accumulation, estate planning, and risk management. Its team of experienced advisors prides itself on providing objective, client-centered advice free from product sales pressure. Castle Financial is known for a strong emphasis on education, regularly hosting financial literacy events and community workshops. The firm may also cater to specific client demographics, including pre-retirees and professionals seeking to preserve and grow their assets. Through a combination of personal service and professional insight, Castle Financial Advisors positions itself as a trusted partner in long-term financial success.

Website: https://castlefinancial.com

Key Services:

– Personalized financial planning
– Retirement planning and income strategies
– Investment portfolio management
– Risk and insurance analysis
– Estate and legacy planning
– Tax-efficient wealth management
– Education funding strategies
– Business retirement plans (such as 401(k)s and SEP-IRAs)