15 E 5th St
Jamestown, NY 14701 - Chautauqua County
(561) 686-9604
At Castle Wealth Management, we understand the unique challenges that come with managing wealth. For nearly two decades, we have served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client's situation and goals. We bring proven expertise to bear on every aspect of a client's wealth—from accumulation and growth through preservation and distribution.
About Castle Wealth Management:
At Castle Wealth Management, we understand the unique challenges that come with managing wealth. For nearly two decades, we have served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client's situation and goals. We bring proven expertise to bear on every aspect of a client's wealth—from accumulation and growth through preservation and distribution.
Category: Financial Planning Consultants
Services: Financial Planning, Wealth Transfers, DIVORCE FINANCIAL PLANNING, Retirement Plan Selection, Asset Protection
Business Hours:
| Sunday: | Closed |
| Monday: | 09:00am to 05:00pm |
| Tuesday: | 09:00am to 05:00pm |
| Wednesday: | 09:00am to 05:00pm |
| Thursday: | 09:00am to 05:00pm |
| Friday: | 09:00am to 05:00pm |
| Saturday: | Closed |
| Holiday: | Closed |
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- Retirement Planning
- Rollover Plans
- Savings
- Securities
- Small Business
- Stocks
- Tax Planning
- Tax Preparation
- Term Care
- Trust Management
- Trust Planning
- Trust Services
- Wealth Planning
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