Boulevard Financial Group

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236 N Santa Cruz Ave Ste 241
Los Gatos, CA 95030
+1 (408) 402-5851
https://www.castellifinancial.com

Castelli Financial Insurance Services, located in San Jose, CA, is dedicated to providing thoughtful financial guidance to clients and families of substantial wealth. With a personalized approach reminiscent of an Italian family dinner, the firm emphasizes education and clarity, ensuring clients can make informed decisions about their financial futures.

Founded by Juliette Castelli Kolev, a second-generation Italian American, the firm prides itself on treating clients like family, offering a range of services from retirement preparation to lifelong financial strategies. Castelli Financial Insurance Services is committed to helping individuals at all stages of life achieve peace of mind and fulfillment in their financial journeys.

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United States›California›Los Gatos›Boulevard Financial Group

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