Castle Financial

Congratulations and Happy Birthday to our newest CFP® practitioner, Jon Bolt! Jon has met all criteria, passed the exam, and received approval from the CFP Board to hold the marks. We are thankful to have Jon on our team as the Director of Financial Planning and Wealth Manager!

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From our family to yours, we hope your holiday season is filled with warmth, joy and laughter. Our greatest gift this year has been your trust and friendship. Here's to a season of peace, love and cherished memories (and maybe a few tasty treats)!