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Welcome to Castfirm. We are a fiduciary-focused advisory firm dedicated to supporting trustees, fiduciaries, and families with the investment and legal guidance required to preserve and protect long-term wealth. Whether you serve in a professional role or carry a personal responsibility, our work is centered on helping you meet the demands of stewardship with clarity, compliance, and confidence. From portfolio management to trustee services, we provide integrated support for those safeguarding legacies.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Rockville Centre, New York 11570, Us
- Industry
- Financial Services
- Website
- http://www.castfirm.com
- HQ
- Rockville Centre, New York
Castfirm Questions
Castfirm's website is http://www.castfirm.com
Castfirm's LinkedIn profile is https://www.linkedin.com/company/castfirm
Castfirm has
2 employees.
View email and phone details for 2
employees at Castfirm.
Castfirm's industry is
Financial Services
Castfirm's top competitors are
Nucor Construction Corp.,
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Addison Properties.
Castfirm's categories are Financial Services
Castfirm's founding year is 2023
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Top Castfirm Employees
-
James V. R.
Founder @ Castfirm | Independent…
Rockville Centre, New York, United States, United States -
Robert Schetty, CFP®
Partner @ Castfirm Advisors | Advisor…
New York City Metropolitan Area, United States, United States4jpmorgan.com, bdo.com, jefferies.com, raymondjames.com
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