Blake Castaldo, Chfc

Blake Castaldo, Chfc Email and Phone Number

Founder and Financial Adviser @ Lifetime Wealth Partners
Canton, OH, US
Blake Castaldo, Chfc's Location
Canton, Ohio, United States, United States
Blake Castaldo, Chfc's Contact Details

Blake Castaldo, Chfc work email

Blake Castaldo, Chfc personal email

About Blake Castaldo, Chfc

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Services also include financial advisory, asset allocation, investment advisory, and strategic financial planning.I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.Neither Lifetime Wealth Partners nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Lifetime Wealth Partners is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. CA License #4026501Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.4450 Belden Village St NWSuite 501Canton, OH 44718Bus: (330)493-4002Cell: (631)-897-4300Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Blake Castaldo, Chfc's Current Company Details
Lifetime Wealth Partners

Lifetime Wealth Partners

View
Founder and Financial Adviser
Canton, OH, US
Blake Castaldo, Chfc Work Experience Details
  • Lifetime Wealth Partners
    Founder And Financial Adviser
    Lifetime Wealth Partners
    Canton, Oh, Us
  • Lifetime Wealth Partners
    Founder & Financial Adviser
    Lifetime Wealth Partners Dec 2021 - Present
  • New York Life
    Agent
    New York Life Mar 2020 - Present
    Agent licensed to sell insurance through New York Life Insurance Company
  • Eagle Strategies, Llc
    Financial Adviser
    Eagle Strategies, Llc Nov 2020 - Present
    New York, Ny, Us
    Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Mar 2020 - Present
    New York, New York, Us
    Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.
  • Nylife Securities Llc
    Life Product Consultant
    Nylife Securities Llc Feb 2016 - Feb 2020
    New York, New York, Us
  • Nylife Securities Llc
    Internal Life Product Consultant
    Nylife Securities Llc Oct 2013 - Feb 2016
    New York, New York, Us
  • Nylife Securities Llc
    Licensed Agent
    Nylife Securities Llc Jun 2009 - Oct 2013
    New York, New York, Us
    I am an Agent licensed to sell insurance through New York Life Insurance Company.

Blake Castaldo, Chfc Skills

Insurance Estate Planning Annuity Sales Key Person Protection 401k Rollovers Gifting Strategies Legacies Multi Generational Planning Multi Generational Wealth Transfer Protection Planning/family Security Wealth Preservation Planning Licensed Life Insurance Agent Asset Protection

Blake Castaldo, Chfc Education Details

  • Siena College
    Siena College
    Accounting
  • University At Albany
    University At Albany
    Accounting And Business/Management

Frequently Asked Questions about Blake Castaldo, Chfc

What company does Blake Castaldo, Chfc work for?

Blake Castaldo, Chfc works for Lifetime Wealth Partners

What is Blake Castaldo, Chfc's role at the current company?

Blake Castaldo, Chfc's current role is Founder and Financial Adviser.

What is Blake Castaldo, Chfc's email address?

Blake Castaldo, Chfc's email address is bl****@****ail.com

What schools did Blake Castaldo, Chfc attend?

Blake Castaldo, Chfc attended Siena College, University At Albany.

What skills is Blake Castaldo, Chfc known for?

Blake Castaldo, Chfc has skills like Insurance, Estate Planning, Annuity Sales, Key Person Protection, 401k Rollovers, Gifting Strategies, Legacies, Multi Generational Planning, Multi Generational Wealth Transfer, Protection Planning/family Security, Wealth Preservation Planning, Licensed Life Insurance Agent.

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