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What We Do
Specialized, holistic, and goal oriented, Castle Investment Services develops plans that work. From creation to execution of your custom investment plan, our priority is to provide an exceptional client experience. This means not having to tell your story again and again to various impersonal institutional representatives.
We are fiduciaries, who focus on your unique needs. We are also pleased to provide options for those looking to engage with socially responsible investing.
Customer Relationship
We like to treat our clients how we would expect to be treated. We’re real people who still answer our phones, never too busy to take a call and we take pride in responding to client inquiries. We also value making ourselves flexible to ensure you have access to a financial advisor when it works best for your schedule.
We work hard to determine your goals and objectives to help meet your unique needs. With an industry reputation for being friendly and welcoming, our clients know we take the time to get to know you and always treat you with the respect you deserve.
Our offer for coffee and good conversation is the first point of connection before we take the next step toward helping you achieve your financial goals.
Service Structure
At Castle Investment Services, we operate independently and are extensively networked to represent many financial institutions. Working with us gains you access to a wide array of companies and their investment products. If you have investments with the bank, credit union, life insurance company or other investment firms, let us show you how we can manage those for you.
Our team has also cultivated a value-added professional network of other experts in the field such as lawyers, accountants, mortgage brokers and life insurance agents. We can help connect you with our professional network.
We do not impose account minimums, which gives us the satisfaction of being able to help the everyday investor. We welcome the opportunity to work with you no matter your investment knowledge. We are happy to answer your questions and work together to achieve your financial goals.
Protection
Some of the best laid plans can be de-railed when accidents happen or health challenges occur. Life insurance and living benefit insurance options protect against the what ifs and help to keep your financial plans on track. These valuable insurance solutions are offered through Castle Insurance Group Inc.
