Castle Wealth Management

Registered Clinician 

on Google

2 months ago

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

Tim Whelan 

on Google

10 months ago

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

Susan Gregg 

on Google

8 months ago

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. 

Richard Bondareff 

on Google

a year ago

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. 

Yoric Knapp 

on Google

2 years ago

Castle Wealth Management is a first class operation. They listen carefully to us. They have gotten to know us as individuals and as a family. Their suggestions over the years have saved us a lot of money! Christina and Missy are wonderful. Christina has professional qualifications well above most financial advisors. Missy is very personable and she is good at following up on previous conversations. They have great ideas and they stay current with changing conditions in the financial realm and within our family. Other employe... read more