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