Castle Wealth Group
We are a full-service wealth management firm specializing in wealth accumulation, tax strategies, insurance, and small business owner series. Securities and advisory services are offered through Centaurus Financial, Inc, member FINRA/SIPC, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: FL,GA,IN,MD,MI,MO,NC,NY,PA,SC,TN,VA. Castle Wealth Group and Centaurus Financial, Inc. are not affiliated.
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Verified contacts
7
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- JT
Joanna Thompson
Client Services Director · Customer/Client Service
EmailPhone - MM
Michael McFadden
Partner Financial Advisor · Finance & Accounting
EmailPhone - MW
Marc Wulf
Financial Advisor · Finance & Accounting
EmailPhone - JM
Jonathan Malone
Partner & Financial Advisor · Finance & Accounting
EmailPhone
Showing 4 of 7 verified contacts
Top roles at Castle Wealth Group
6 distinct titles indexed · top 6 shown.
- 1castle wealth group legal
- 1client services director
- 1financial advisor
- 1paralegal
- 1partner & financial advisor
- 1partner financial advisor
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