Wealth Management Done Right

"We've been with Castle Financial a number of years now, after having been disappointed with a previous advisor who represented a major firm based in France. When we searched for a new advisor, we considered some parameters we hoped an advisor could match, such as reputation, experience, and trustworthiness. And we wanted to also see they had a real brick and mortar location, so they would be accessible. Plus, they had to have no complaints and mainly excellent reviews online. Al Procaccino was one of only two who matched our search! So I'm glad we were able to find him. He's very knowledgeable and helpful; he explains his work and he is without doubt very experienced. Indeed, he's one of perhaps only a few hundred certified Fiduciary Advisors in the country, and we'd be very happy to recommend him to anyone else too. Our investments have seen a steady increase in value since 2017, well in excess of any performance I could have achieved alone."

"Al is the professional money manager you need. His knowledge and experience are well worth his fees. He is always available and will answer your question In a manner that you can understand."

"My fiancé and I have had our retirement portfolios with Castle Financial for over three years now. All of the people that we have interacted with at Castle are very friendly, personable, knowledgeable, professional and always willing to assist at a moment’s notice. Al, himself, is very personable and extremely knowledgeable in all aspects of financial planning. He is always accessible and never too busy to speak with us. Equally important is Al's "easy to understand" explanations to any financial question we may have. He uses terms the average person can understand. We are very pleased with Castle's proactive and well balanced approach to wealth management as well as their particular care and attention to our personal accounts. I would highly recommend Castle Financial to anyone seeking a solid reputable company to handle any financial needs."

"I have known Al Procaccino for over 20 years and it is a pleasure doing business with him and his staff. he is extremely easy to talk to and never pressures you to do anything. he listens to what you say and what your goals are and offers great advice. even being a city employee and now retired he has helped me save and take care of my families future thank you Al and I would definitely recommend him and his company to anyone who is looking for financial advice and planning for their future."

"I look forward to my financial meetings with Al Procaccino. He’s very insightful, knowledgeable and extremely seasoned in all aspects of financial planning. I enjoy working with him as he navigates the best possible outcomes for the different areas of my financial well-being and future."

"Been with Castle Financial for many years. Always great service and a professional staff."