CastleMountain Financial Services, Inc.
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CastleMountain Financial Services, Inc. is a comprehensive financial services firm committed to helping clients improve long-term financial success with tailored investment plans.
About
Founded with the goal of assisting clients in every aspect of their financial lives, CastleMountain Financial Services, Inc. provides personalized service, a holistic approach to financial guidance, and long-term relationships. The firm believes in a holistic planning approach that focuses on life goals and aspirations, offering expertise across various investor profiles including entrepreneurs, executives, individuals, families, pre-retirees, retirees, and high-net-worth individuals.
Their three-step process includes holistic review & data gathering, implementation of investments, and ongoing review to adapt to life changes and market volatility.
Services
Investments
Offers a wide range of investment products including stocks, bonds, government securities, mutual funds, closed-end funds & ETFs, alternative investments, institutional asset managers, IRAs, 401(k)/403(b) plans, and 529 plans.
Financial Planning
Provides comprehensive financial planning including retirement planning, education planning, and holistic financial & life planning.
Insurance
Offers a range of insurance products including annuities, life insurance, long-term care insurance, and disability income insurance.
Platforms
Provides brokerage accounts, fee-based services, and hourly consulting.
Credentials & Certifications
Reviews
