Castle Financial

Open

(1)

Call

Website

Photos

740 River Rd Ste 208

Fair Haven, NJ 07704

+1 (732) 888-4994

http://castlefinancial.com

Capitas Financial Inc. is a life insurance brokerage firm that proudly operates at both the national and local levels, offering an extensive portfolio of insurance products and creative financial solutions tailored to the unique needs of ultra-high net worth clients. By leveraging a collaboration of respected financial institutions and partners, the firm delivers advanced planning strategies to enhance client relationships.

With a dedicated team focused on cybersecurity, Capitas Financial has successfully achieved System Organization Control SOC certification, underscoring its commitment to security and innovation in the financial services sector. This dedication positions the company as a leader in expanding service capabilities and revenue opportunities within the insurance and financial planning markets.

Generated from the website

Also at this address

Compasionate Care of NJ

Digiacomo, Elizabeth

Cohen, Matthew A Aty

House of Letters

Reviews

5.01 reviews

David F.

1/29/2020

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...

Read more on Yelp

Own this business?

See a problem?

Financial consultant

Rice Wealth Management

When you work with us, you’re working with our entire team. We leverage our collective experience and expertise to ensure you receive the well-rounded guidance and knowledge that has been proven time and again to serve our clients best. We’ve had the pleasure of working with a range of diverse clients, from large institutions to families and business owners. This agility has allowed our team to hone the skillset required to provide uncompromising financial service.

River's Edge Wealth Partners

At River’s Edge Wealth Partners, we are here for you through the expected and unexpected, advising you on a range of issues from retirement planning to effective tax strategies. Our office is located in Red Bank in the old Mechanic School building that has a modern industrial feel. We were drawn to this location because the historic building captures the spirit of our city’s commercial and manufacturing roots while the river creates the perfect scene and story for River’s Edge.

Financial consultant

Acorn Financial Service

Acorn Financial Services is an independent financial firm based in Rumson, NJ, offering a wide range of services for individuals and businesses. With a team of experienced professionals, they provide investment updates, planning briefs, market data, and access to various resources to help clients make informed financial decisions. With multiple office locations in New Jersey, New York, Connecticut, Pennsylvania, and Florida, Acorn Financial Services is dedicated to serving clients across different states. As an independent firm, they prioritize client satisfaction and offer personalized solutions tailored to individual needs, ensuring a high level of professionalism and expertise in their services.Generated from the website

United States›New Jersey›Fair Haven›Castle Financial