Castle Financial's cover image
Claimed

This profile has been claimed by the business owner or representative.

Castle Financial

5.0
  • Investment Service
  • New York, NY

About this business

FinanceFinancial ServicesInvestingInvestment Service

At Castle Financial, putting your interests first is the foundation of everything we do. Our goal is to get to know you and your goals, so we can provide guidance for the best financial decisions for you and also your family's future and well being. We are an independent fee-based SEC Registered Investment Advisory Firm, which takes our fiduciary duty to the clients we serve very seriously. We are passionate about helping our valued clients achieve their aspirations and financial goals, which is why we take a risk-averse ap... read more

Location details

590 Madison Avenue, 21st Floor, New York, NY, 10022, United States

Get directions
WeekdayScheduleStatus
Mon9:00 a.m. to 4:00 p.m.
Tue9:00 a.m. to 4:00 p.m.
Wed9:00 a.m. to 4:00 p.m.
Thu9:00 a.m. to 4:00 p.m.
Fri9:00 a.m. to 4:00 p.m.
SatClosed
SunClosed
5.08 reviews
Select a rating
Annalee Kruger (Care Right Inc.)'s profile image
Annalee Kruger (Care Right Inc.) 
7 years ago

I have known and worked with with Rob Du Charme and his team for several years. I feel Rob has great values and is trustworthy. I have been very impressed with their holistic model of financial planning for their clients. He runs a very impressive business and office. Thank you so much Du Charme Financial Group!!! They are an all-inclusive firm from financial planning, long term care insurance planning, and tax ramification planning. Keep up the great work!! 

Brian Fellers's profile image
Brian Fellers 
7 years ago

My wife and I have been working with Rob and his team for a number of months and we couldn't be happier. Du Charme Financial Group is filled with individuals who are truly passionate about helping you to achieve your financial goals. As young business owners we sleep well at night knowing our backs are protected by 5-star fiduciary advisors who treat us like family. We'd strongly recommend them. 

CryoFit New Berlin's profile image
CryoFit New Berlin 
7 years ago

Du Charme Financial Group goes above and beyond to ensure your future is well protected. Thank you Robert and company for everything you do as an expert advisor in my families future business and personal goals. 

Laurel Walters's profile image
Laurel Walters 
5 years ago

By far the best experience I’ve had with a financial group. They are amazing at finding you the best options and explaining them. The staff works as a team to ensure they provide what will serve the clients needs. I was referred to them by a friend at work and highly recommend Eric. 

Tim Bulfer's profile image
Tim Bulfer 
4 years ago
View all google reviews

Frequently asked questions about Castle Financial

How is Castle Financial rated?

Castle Financial has a 5 star rating with 8 reviews. 

When is Castle Financial open?

Castle Financial is closed now. It will open tomorrow at 9:00 a.m.