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9AM - 6PM
4440 PGA Boulevard Suite #600, Palm Beach Gardens“Jupiter Joe is very helpful. He helped me understand how to get lifetime income from my 401k. He answered all my questions in a way that i could understand. I am confident now that i am ready for retirement when i choose to.“
“Eric Bachinsky has been my husband's and my financial advisor for over 25 years. Whatever our needs have been whether it be stocks and bonds etc. Eric is so knowledgeable in every aspect of the financial world. No matter how small of a question Eric always has the time to explain whatever question we may have. I would highly recommend him to anyone from age 22 to age 82 to be your financial advisor, we would have been lost throughout the years without having Eric always having our best interest and what was best for our needs“
“I have nothing but good things to say about Mr Ralph Carico, he’s very knowledgeable and readily available, I would recommend his services to anyone who wants to trade stock & foreign futures markets: Ralph Carico“
8:30AM - 5PM
201 Arkona Ct, West Palm Beach“I am a retired attorney and a sculptor. Castle wealth Management has been my financial advisor for almost 20 years. They have always done excellent work investing in a controlled, diversified manner, protecting principal, while promoting appreciable earnings, sometimes utilizing asset classes I never would have found on my own.Like many retirees, I want to know that my wife and I will not outlive our assets, and that we will be able to maintain the life style we have projected for ourselves. To help, Castle Wealth Management runs a complex algorithmic analysis of what can safely be spent considering essential needs, discretionary expenses, projected investment returns, tax consequences, inflation estimates and estate considerations. Based on Castle Wealth's research and analysis, I have a high level of confidence in what they and we have projected for ourselves. This is extremely reassuring.Castle wealth Management is a small firm where the expression "We really care about our clients," is more than a slogan. My advisors, Christina and Lori, are fully aware of those matters of my wife's and my situation relevant to their investment decisions and projections. The firm has periodical reviews of client information and investments, yearly in person reviews and are always caring, available and prompt as any situation demands.“
“Merritt Dawson I have been with prosperity financial solutions for quite a while(10 yrs +). I have found them to be extremely helpful with my financial needs, resulting in a very lucrative portfolio. I am ecstatic with the financial gains my family is benefitting from! Kudos to Financial planners David Wilcox & Ross Ansten!!!“
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