Al Procaccino Ii, Mba, Cff, Cfp, Cfs, Cdaa Email & Phone Number

AL Procaccino II, Certified Financial Fiduciary®, Certified Financial Planner®, Certified Fund Specialist®, Certified Digital Asset Advisor™ and former awarded 5 Star rated Morningstar Institutional Money Manager, leads the team of professionals at Castle Financial. As an objective "fee-based" financial planning and investment advisory firm, with our clients best interests and needs at heart, Castle Financial is a leader in wealth advocacy. We are NOT beholding to any Broker Dealer to generate commissions, so we can better focus on doing what is in the best interests of our valued clients. We are held to the highest legal standards and are passionate about helping our valued clients achieve their aspirations and financial goals. We aggregate a group of seasoned and talented professionals to guide, protect, and perpetuate the wealth of our valued clients. By using a thoughtful, unbiased, and sophisticated approach to financial and retirement planning, portfolio construction, estate planning, college planning, asset protection, and risk management, we help bring organization, structure and peace of mind to our clients throughout America. Our services are available to investors, retirees, pre-retirees, high net worth individuals, business owners and family firms. We also provide guidance on IRA rollovers, 401K, Profit Sharing and Retirement Plans. Our approach to investing is both tactical and conservative and we aim for competitive returns while keeping risks at a minimum. Our tactical approach and insights into markets allows us to position clients to potentially make money in both up and down markets.We have offices in New York City, New Jersey, Florida and are also able to serve the entire United States. Feel free to contact us for a consultation by visiting our website, or calling us at (732)-888-4994. Email: aap@castlefinancial.comBroker Dealer affiliation Modern Capital Securities, Inc. Member FINRA/SIPC. Fee based advisory services processed through and supervised by Castle Financial & Retirement Planning Associates, Inc., an SEC Registered Investment Advisory Firm and separate entity from Modern Capital Securities, Inc. Charles Schwab & Co., Inc., is employed to custody client assets. Modern Capital, Charles Schwab & Co., Inc, and Castle Financial, are separate and unaffiliated firms and are not responsible for each other’s services or policies.

Listed skills include Strategic Financial Planning, Small Business, Investments, Executive Management, and 22 others.