Castle Wealth Advisors, Llc

Description

• Castle Wealth Advisors is a fee-only financial advisory firm that helps families, closely held business owners and professionals design and implement financial strategies to achieve and protect their financial goals. Castle Wealth Advisors is comprised of three specialized companies: Castle Financial Group, Inc. that provides comprehensive financial blueprints for individuals, families, and businesses, Castle Investment Advisors, LLC, that provides fee-only investment management services for individuals, families and businesses, and Castle Valuation Group, LLC, that provides business valuations and marketing reports for closely held businesses in a few specialized industries.Disclosure: Posts and comments must refrain from recommending specific investments and may not expressly or impleidly endorse the Firm or any associated person. Because securities regulators prohibit testimonials on behalf of investment advisory firms, any such posts will be removed. The Firm will also delete comments deemed to be offensive or inappropriate. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgement of the author as of the date of the post and are subject to change. We are not responsible for comments made by third parties.
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  Headquarters:9820 Westpoint Drive Suite 200, Indianapolis, Indiana, United States

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  Phone Number: +1 317-849-9559

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  Website: https://www.castle3.com

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  Employees:12

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  Revenue:$1 - 10M

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  Legal Name:Castle Wealth Advisors, Llc

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• |  NAICS Code: 523920  |

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