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 $96,597,545 in 346 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    346
    ACCOUNTS
  • Average Account Value
    $279,184
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
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, 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 42 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.