Castle Wealth Management - Boynton Beach, Florida

Castle Wealth Management: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and expert guidance, Castle Wealth Management presents a compelling option. Located at 1880 N Congress Ave STE 302, Boynton Beach, FL 33426, United States, this firm offers a robust suite of services designed to address a wide range of financial needs. With a phone number of 5616869604 and a user-friendly website at castlewm.com, Castle Wealth Management is easily accessible and information-rich.

Specialties encompass a diverse skillset, including dedicated financial planners, certified public accountants (CPAs) providing accounting expertise, and seasoned financial consultants adept at tailoring strategies to individual circumstances. This multifaceted approach ensures clients receive holistic support, navigating everything from investments and retirement planning to tax optimization and estate planning.

Key Features and Accessibility

• Women-Owned Business: Castle Wealth Management proudly identifies as a women-owned firm, fostering a commitment to client-centric service and personalized attention.
• Online Appointments: Recognizing the demands of modern life, the firm offers convenient online appointments, streamlining the scheduling process for busy individuals.
• On-Site Services: For those who prefer in-person consultations, Castle Wealth Management provides accessible on-site services within their Boynton Beach location.
• Accessibility Features: Demonstrating a commitment to inclusivity, the firm boasts several accessibility features, including a wheelchair-accessible car park, entrance, and toilet, ensuring everyone can comfortably engage with their services.
• Appointment Requirements: While walk-ins are generally not accepted, an appointment required for all consultations, promoting efficient use of the firm’s time and expertise. Appointments are also highly recommended to ensure a thorough assessment of each client’s unique financial situation.

Client Feedback and Reputation

Castle Wealth Management has garnered a positive reputation within the community, evidenced by 20 reviews on Google My Business. The average opinion reflects a remarkable 4.8 out of 5 stars, highlighting client satisfaction with the firm’s professionalism, expertise, and dedication to achieving financial goals. Reviewers frequently commend the team’s clear communication, proactive approach, and ability to develop customized plans that align with individual aspirations. Specific comments often praise the firm’s tax planning capabilities and their sensitivity to clients’ emotional well-being during significant life transitions.

Detailed Information and Contact Details

• Address: 1880 N Congress Ave STE 302, Boynton Beach, FL 33426, United States
• Phone: 5616869604
• Website: castlewm.com

Service Offerings – A Closer Look

• Financial Planning: Castle Wealth Management’s financial planning services extend beyond simple budgeting. They delve into long-term goals, risk tolerance assessment, and investment strategies tailored to create a secure financial future.
• Certified Public Accounting (CPA) Services: The firm’s CPAs provide comprehensive accounting support, including tax preparation, business consulting, and financial statement analysis.
• Financial Consulting: Their financial consultants offer advice on retirement planning, estate planning, insurance needs, and wealth management strategies, ensuring clients are well-prepared for the future.
• Retirement Planning: Strategic retirement planning is a core service, considering factors like Social Security, pensions, and investment portfolios to maximize retirement income.
• Estate Planning: They assist clients in developing comprehensive estate plans, including wills, trusts, and power of attorney documents, to ensure their assets are distributed according to their wishes.
• Tax Planning: The firm’s expertise in tax planning helps clients minimize their tax liabilities through strategic deductions, credits, and investment choices.

In conclusion, Castle Wealth Management offers a valuable combination of expertise, accessibility, and client-focused service. Their commitment to accessibility, coupled with their qualified professionals and diverse service offerings, makes them a strong contender for individuals and families seeking reliable financial guidance. The positive client feedback and convenient online appointment options further reinforce their commitment to providing a superior client experience.

",
"summary": "Castle Wealth Management is a women-owned firm providing financial planning, accounting, and consulting services with a strong focus on client accessibility and a 4.8/5 average rating based on positive reviews.",
"keywords": [
"Financial Planning",
"Wealth Management",
"Certified Public Accountant",
"Financial Consultant",
"Investment Strategies"
],
"word_count": 987,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}