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    A Neumann & Associates

    3.0 (2 reviews)
    Closed 9:00 am - 5:00 pm

    Services - A Neumann & Associates

    Accountants

    Business consulting

    Investment management

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    Castle Financial

    Castle Financial

    (1 review)

    We've been with Castle Financial a number of years now, after having been disappointed with a…read moreprevious advisor who represented a major firm based in France. When we searched for a new advisor, we considered some parameters we hoped an advisor could match, such as reputation, experience, and trustworthiness. And we wanted to also see they had a real brick and mortar location, so they would be accessible. Plus, they had to have no complaints and mainly excellent reviews online. Al Procaccino was one of only two who matched our search! So I'm glad we were able to find him. He's very knowledgeable and helpful; he explains his work and he is without doubt very experienced. Indeed, he's one of perhaps only a few hundred certified Fiduciary Advisors in the country, and we'd be very happy to recommend him to anyone else too. Our investments have seen a steady increase in value since 2017, well in excess of any performance I could have achieved alone.

    From the owner: Financial Advising by a Certified Financial Fiduciary. Our primary goal is to guide our valued…read moreclients towards developing a solid financial structure that will stand the test of time and build their wealth for their family and future generations. To ensure we have you on the right path to success, we conduct an in-depth analysis of your financial situation. We then apply the collective knowledge of our financial planning team to develop a plan to help you achieve your financial and life goals. It is this strong planning process that enables our clients to achieve their long-term financial goals in a tax efficient manner.

    A Neumann & Associates - investing - Updated May 2026

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