We've been with Castle Financial a number of years now, after having been disappointed with a previous 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. read more