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Castle Financial

  • Investment Service
  • New York, NY
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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

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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.
5.07 reviews
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Kelly Andrew 
6 years ago

I've worked with Rob and the Team at Du Charme Financial Group for over a year, both as a vendor providing service to them, and as a client, receiving financial guidance. In both roles, I've seen nothing but the highest ethical standards, smart and thoughtful recommendations, and a passion for helping people. They're great to their staff, and they're great to their clients. I've referred friends both as clients, and as potential employees, invited my own staff to take advantage of the services they provide, and I wouldn't he... read more

Annalee Kruger (Care Right Inc.)'s profile image
Annalee Kruger (Care Right Inc.) 
6 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 
5 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 
6 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. 

AJ Vermiglio's profile image
AJ Vermiglio 
6 years ago

Posting ads for "administrative assistant" and then in the "interview" slides in that the assistant must get licensed. In the job description, there's no mention of any insurance sales, thus not requiring any licensing. This is an attempt to turn people looking into a part-time office role into insurance sales reps. This wouldn't be a problem if it were transparent. However, this is very unethical and has a lack of transparency. How you do one thing is how you do everything. There are thousands of advisors out there to choos... read more

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Frequently asked questions about Castle Financial

How is Castle Financial rated?

Castle Financial has a 5 star rating with 7 reviews. 

When is Castle Financial open?

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