Castle Advisors

More Info

In the game of chess, there is a unique move called 'castling' that allows the rook and a bank of pawns to protect the most important asset: the King. We specialize in strategies designed to help you preserve your assets.

General Info

To be the premier provider of targeted specialized insurance products and related services in Burlington, Vermont and surrounding markets.Our purpose is to enrich the lives of people we touch. By providing premier financial products and services that are designed to reduce risk and increase assets, we help individuals and employers fulfill their responsibilities and build better tomorrows. Our culture is based on an unwavering belief in integrity and fair dealings, treating our clients and each other with dignity and respect... We meet the needs of the markets we serve... We strive for excellence... We take prudent risks and work together with the goal to achieve success in the future... We work hard to enhance continuously our reputation for accessibility, professionalism, performance, and the depth and quality of our long-term consultative relationships with clients... As one of New Englands premier financial services firms, Castle Advisors is committed to providing its customers with the products and services they need to maintain their quality of life.

Email

Email Business

Extra Phones

Fax: (888) 451-5765

Services/Products

Financial Services, Investment Securities, Investment Services, Investments, Mutual Funds & Brokers, and Stock & Bond Brokers. Retirement, Investments, and Education Savings Planning.

Location

We are located in the Harborside Professional Building near the corner of Prim Road and West Lakeshore Drive (Mallets Bay) in the town of Colchester. From Interstate 89: Take exit 16 and travel north on Roos

Accreditation

ChFC

CLU

Associations

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), Member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

Other Link

http://www.castleadvisors.com

Categories

Investments, Annuities & Retirement Insurance Plans, Financial Services, Insurance Consultants & Analysts, Retirement Planning Services

Reviews

Details

Phone: (802) 861-3400

Address: 85 Prim Rd Ste 402b, Colchester, VT 05446

Website: http://www.castleadvisors.com