Castle Financial Partners

www.castlefinancialpartners.com

Castle Financial Partners was founded with the goal of changing the financial planning experience. We deliver a passionately different experience, yet deeply rooted in core financial planning principles. Representatives offer products and services using the following business names: Castle Financial Partners – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Castle Financial Partners. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

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Castle Financial Partners was founded with the goal of changing the financial planning experience. We deliver a passionately different experience, yet deeply rooted in core financial planning principles. Representatives offer products and services using the following business names: Castle Financial Partners – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Castle Financial Partners. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

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Country

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State

Michigan

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City (Headquarters)

Holt

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Employees

1-10

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Founded

2017

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Potential Decision Makers

  • Agent

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Representative

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    Phone (***) ****-****

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