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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 |
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 had an excellent experience working with Melissa Gannon at Castle Wealth Management. She is highly knowledgeable, professional, and takes the time to really understand her clients’ needs. Highly recommend her and Castle Wealth Management!
I've been investing with Castlewealth for the last six years and have been extremely pleased with the service they provide. One thing I've appreciated is how they take the time to educate me rather than talking over my head. Something else for which I've been grateful is how incredibly conscientious and thorough they are with all financial matters being fully addressed. Lastly, I've been very happy with the performance of their investment recommendations!
Castle Wealth Management has been an invaluable partner for our family in managing our finances at the highest level. Since we began working with them in 2019, they've consistently aligned with our goals and provided exceptional guidance that has empowered us to leverage the wealth we've built from over a decade in the tech industry. Over the past 5 years, they've maintained their fiduciary responsibilities with integrity, allowing me the freedom to pursue personal business goals while ensuring our financial future is secur... read more
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 4.9 star rating with 29 reviews.
When is Castle Wealth Management open?
Castle Wealth Management is closed now. It will open at 8:30 a.m.
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