Broker Check

Our Services

At CastleMountain Financial Services, Inc., we provide assistance in the following areas:

Investments

  • Stocks
  • Bonds
  • Government Securities
  • Mutual Funds
  • Closed End Funds & ETFs
  • Alternative Investments
  • Institutional Asset Managers
  • IRA / SEP / ROTH / 401(k) / 403(b)
  • 529 Plans

Financial Planning

  • Retirement Planning
  • Education Planning
  • Comprehensive Financial Planning
  • Advice For Life – Holistic Financial & Life Planning

Insurance

  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance

Platforms

  • Brokerage Accounts
  • Fee Based
  • Hourly Consulting