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Castle Wealth Management
- Financial Services
- West Palm Beach, FL
About this business
Location details
201 Arkona Ct, Ste 900, West Palm Beach, FL, 33401, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have been working with Melissa for well over 2 years now. She has proven to be one of the most arduous workers I’ve ever worked with. She will make time to answer questions, plan your retirement, and is always very pleasant and full of great ideas. I was a bit concerned about working with a financial advisor in another state, but she even comes here annually to go over my profile. In addition, the office employees are all very pleasant and easy to work with. If you are looking for the best, Melissa is the one. I only wish... read more
Castle Wealth Management is a heavily credentialed team of client-centered professionals who have walked the long, profitable path with us. We began relying on Castle Wealth 10 years ago when firm founder Christina Worley brought her team to our garden center to organize employee Schwab accounts when we rolled out 401(k) and Defined Benefits Plans. Though our pension plans were administered by others, it was Castle Wealth's Lori Fernicola who made the idiosyncrasies understandable and bureaucratic filings timely. Lori and... read more
I'm so glad I found Castle Wealth Management and Melissa Gannon, CFP, to help me manage my finances in retirement. Melissa is welcoming, responsive and knowledgeable, and continually stays on top of how any changing market conditions affect my allocations, and making timely adjustments as necessary.
Christina Worley and her team are very personable and professional. We completely trust them with the investment of our assets. They respond quickly to any questions and consult with us frequently. We have recommended Castle Wealth to several friends who have chosen to use them and will continue to highly recommend to anyone. We know we can rely on Castle Wealth Management.
I employed Castle Wealth Management when I first met Christina in 2006. Since then I have relied on their advice, input and help. The team has been great in communicating with me offering timely advice regarding my finances. I have recommended their services to friends and family and will continue to do so without hesitation.
Frequently asked questions about Castle Wealth Management
How is Castle Wealth Management rated?
Castle Wealth Management has a 4.8 star rating with 25 reviews.
When is Castle Wealth Management open?
Castle Wealth Management is open now. It will close at 5:00 p.m.
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