Castle Financial & Retirement Planning Associates Inc.

Castle Financial & Retirement Planning Associates Inc. (CRD# 107865) is a financial advisory firm headquartered in Fair Haven, NJ. They manage $108,715,837 in 385 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $282,379
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, NY, PA, TX

Financial Advisors at Castle Financial & Retirement Planning Associates Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Alphonse A. Procaccino
CRD#: 715731
740 River Road, Suite 208 & 209, Fair Haven, NJ 07704

Alphonse Procaccino (CRD# 715731) is an Investment Advisor Representative working at Castle Financial & Retirement Planning Associates Inc. in Fair Haven, NJ and has over 40 years of experience in the finance industry. Alphonse Procaccino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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