Our Services
We are in business to serve.
Let us create a financial plan for you.
Financial Planning
Our planning process accounts for your short- and long-term goals, your tolerance for risk and your stage of life, while also keeping a watchful eye on today’s complex domestic and global markets.
Wealth Management
Castor Financial Services offers a wide range of wealth management services. We can help with wealth transfer strategies, estate planning and review of beneficiaries, along with insurance review and analysis. Let’s discuss your needs.
Investments & Investment Planning
We partner with you to find the right balance between risk and return, while monitoring your portfolio and keeping you up to date with ongoing refinements.
Insurance Assessment
We will help you evaluate protection needs and determine the most efficient methods to address risks as a part of your comprehensive financial plan.
Portfolio Management
As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs.
Retirement Planning
No matter what stage of life you’re in, we can help you pursue independence, freedom and the things that matter most to you. Your journey begins now. Let us help get you on your way.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
“Don’t measure yourself by what you have accomplished, but by what you should have accomplished with your ability.”