Castle Financial Partners
Financial Services • 
Holt, Michigan, United States • 1-10 Employees
Company overview
| Headquarters | 2450 Delhi Commerce Dr, Holt, Michigan 48842, US |
| Phone number | +15173318331 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
Key Contact at Castle Financial Partners
Nicholas Mccleary
President & Financial Advisor
Castle Financial Partners Email Formats
Castle Financial Partners uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@castlefinancialpartners.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@castlefinancialpartners.com | 100% |
About Castle Financial Partners
Castle Financial Partners was founded with the goal of changing the financial planning experience. We deliver a passionately different experience, yet deeply rooted in core financial planning principles. Representatives offer products and services using the following business names: Castle Financial Partners – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Castle Financial Partners. All of the endorsements and/or client testimonials posted on this (Facebook/LinkedIn/Twitter page) are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
Castle Financial Partners revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Castle Financial Partners has 4 employees across 1 departments.
Departments
Number of employees
Funding Data
Castle Financial Partners has never raised funding before.
Castle Financial Partners Tech Stack
Discover the technologies and tools that power Castle Financial Partners's digital infrastructure, from frameworks to analytics platforms.
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