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Castle Financial
- Investment Service
- New York, NY
About this business
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| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:00 p.m. | |
| Tue | 9:00 a.m. to 4:00 p.m. | |
| Wed | 9:00 a.m. to 4:00 p.m. | |
| Thu | 9:00 a.m. to 4:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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!!
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.
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.
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.
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 at 9:00 a.m.