Castelli Financial
At Castelli Financial & Insurance Services, our approach is like an Italian family dinner — personal yet sophisticated and completely unrushed. When you join our table, we do whatever it takes to give you peace of mind about your finances so you can fully enjoy all of life's experiences. No matter where you are in your financial journey, we never pass judgment or rush you through the process. Instead, we take time to review each part of your financial landscape and educate you about the options available to you - so you can make informed decisions with confidence. We give you time to digest the information and encourage you to ask questions before we move on to the next course, because we know when you have clarity about the present, you'll have peace of mind about the future.
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
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Sentiment Analysis
She is honest and transparent and I feel so well taken care of with my retirement and financial future.
If you want a financial planner that takes the time to know you and listens to your needs, look no further Juliette Castelli is your gal!
Unlike other financial advisers I have had experience with, she gets to know you and your current life plans and helps you navigate the complex options available for saving for the future.
You can tell she really wants to help you build for your future and listens to your goals to build a custom fit product that best suits your needs.
Since Day 1 she has been on the ball about what information she needs and how she can help us have our money work harder for us.
Juliette has been great, she is very professional, does a great job explaining the process, and makes sure you fully understand what you’re investing in.
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