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.

Looked up this company mentioned by an influencer and I see absolutely nothing that would make me…read morewant to buy or invest with this company. Seems like their webpage hasn't been updated since the start of the Covid Scamdemic that started 4 years ago in March 2020. They are still living in fear of a cold virus that had a survival rate of 99.92%! So if you're looking for advice on insurance, I recommend contacting an Independent insurance agent who has access to dozens of companies so you can get the best coverage at the lowest price. Epic is for Losers.

From the owner: We understand that now is a difficult time so we are offering free consultations--contact us today!…read moreEPIC Insurance Services has a mission to Empower and Inspire professionals, executives and entrepreneurs to achieve ultimate success professionally and financially so that they can live a life of certainty and security while leaving a legacy to the people they love most.

My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully,…read morewe discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :)

My name is Mike and I've been in banking for 15 years and have been referring CMC business for the…read morepast 10. As far as my bank is concerned there is no other credit company and I don't take other solicitation from other firms. If you want quick and unsurpassed service contact them.