Our Clients
Each client has a path.
Let us find that path for you and move forward!
Families and Individuals
Our offerings reflect the distinct needs of the families and individuals we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
Students
Financial decisions can be complex. Developing a plan to simplify these decisions is a wise step. We’ll share our knowledge and develop a plan for your college career and beyond.
Business Owners
Castor Financial Services is passionate about helping business owners reap the rewards of all their efforts. We can help you evaluate your options, assess your financial readiness, and create a plan to help with your unique business.
Corporate Executives
As a corporate executive, you face distinct financial complexities that change and evolve over time. Castor Financial Services can help guide you through the development of a comprehensive financial plan.
Retirees
Whether you’re nearing retirement age or in retirement already, we can help you develop a plan designed with a goal to retire with confidence, maximize your distribution strategy in the most tax-efficient way, and help you retire on your own terms.
Non-Profit
We utilize our extensive resources and conduct objective research to find investment opportunities that we believe are worthwhile, align with your values, and contribute to the sustainability of your foundation.
“It always seems impossible until it’s done.”
– Nelson Mandela
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