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Our Firm

Old Castle Financial Advisors is dedicated to helping you, your family and your business with your financial goals. Using a needs-based approach, we will work together with you to identify and focus on your unique financial goals and objectives. We then develop a step-by-step process to design a plan that will help you to address those needs.

Our approach to planning is three-fold. We will help you:

  1. Evaluate your current situation and your future financial objectives
  2. Understand the options and alternatives available to you.
  3. Develop, implement and monitor a program that will help you achieve those objectives.

At Old Castle Financial Advisors our clients are our number one priority. We are dedicated to providing you with products and services best suited to meet your needs and we welcome the opportunity to work with you.