History
Al Procaccino II founded Castle Financial in 1992. Prior to Castle Financial, Mr. Procaccino directed the Retirement Group at Cowen and Company as a Partner of the firm. He was also Vice President and Branch Manager at Dean Witter Reynolds located in 5 World Trade Center, New York City. Mr. Procaccino was a Senior Vice President and the Retirement Group Strategist at Oppenheimer & Company.
Specialties
Financial Advising by a Certified Financial Fiduciary. Our primary goal is to guide our valued clients towards developing a solid financial structure that will stand the test of time and build their wealth for their family and future generations. To ensure we have you on the right path to success, we conduct an in-depth analysis of your financial situation. We then apply the collective knowledge of our financial planning team to develop a plan to help you achieve your financial and life goals. It is this strong planning process that enables our clients to achieve their long-term financial goals in a tax efficient manner.