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).
Total Assets Under Management109MILLION
Total Number of Accounts385ACCOUNTS
Average Account Value$282,379
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
FL, NJ, NY, PA, TX
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.