Company

Castle Wealth Group

Financial Services 131 Plantation Ridge Dr 8 employees

Employees: 8
Contacts: 2
Emails: 2
Phones: 1

castlewealth.com LinkedIn

Castle Wealth Group Overview

Headquarters: 131 Plantation Ridge Dr
Website: castlewealth.com
Industry: Financial Services
Employees: 8
Founded: 2021
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Mooresville

About Castle Wealth Group

We are a full-service wealth management firm specializing in wealth accumulation, tax strategies, insurance, and small business owner series. Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: FL,GA,IN,MD,MI,MO,NC,NY,PA,SC,TN,VA. Castle Wealth Group and Centaurus Financial, Inc. are not affiliated.

Castle Wealth Group Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Castle Wealth Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Kristie Hulsey	Paralegal at Castle Wealth Group Legal	White Lake, Michigan, United States	View
Joanna Thompson	Client Services Director at Castle	Mooresville, North Carolina, United States	View
Michael Mcfadden	Partner / Financial Advisor at Castle	Davidson, North Carolina, United States	Email
Marc Wulf	Financial Advisor at Castle Wealth Group	Mooresville, North Carolina, United States	Email Phone