Blake Castaldo, Chfc Email and Phone Number
Blake Castaldo, Chfc work email
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Blake Castaldo, Chfc personal email
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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.
Lifetime Wealth Partners
View- Website:
- lifetimewealthpartners.com.au
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Founder And Financial AdviserLifetime Wealth PartnersCanton, Oh, Us -
Founder & Financial AdviserLifetime Wealth Partners Dec 2021 - Present
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AgentNew York Life Mar 2020 - PresentAgent licensed to sell insurance through New York Life Insurance Company
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Financial AdviserEagle Strategies, Llc Nov 2020 - PresentNew York, Ny, UsFinancial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. -
Financial Services ProfessionalNylife Securities Llc Mar 2020 - PresentNew York, New York, UsRegistered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency. -
Life Product ConsultantNylife Securities Llc Feb 2016 - Feb 2020New York, New York, Us -
Internal Life Product ConsultantNylife Securities Llc Oct 2013 - Feb 2016New York, New York, Us -
Licensed AgentNylife Securities Llc Jun 2009 - Oct 2013New York, New York, UsI am an Agent licensed to sell insurance through New York Life Insurance Company.
Blake Castaldo, Chfc Skills
Blake Castaldo, Chfc Education Details
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Siena CollegeAccounting -
University At AlbanyAccounting 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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