About
We are committed to ensuring our clients achieve their ideal lives by providing and implementing unbiased and comprehensive financial advice.
Miceli Castellon specializes in coordinating a skilled team of subject matter experts including Certified Financial Planners, Certified Public Accountants, Estate Attorneys, Investment Managers, and Insurance Professionals to create and implement unbiased and comprehensive financial planning for a select group of clients. On an annual basis, we walk each of our clients through the Smart Money Experience in order to empower our clients to make smart choices about their money, so they have the hig...
Read more
Services
Private Wealth Management
financial planning services
Business Succession Planning
retirement planning services
investment management
Contact
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 5:00 PM
- Tue 9:00 AM - 5:00 PM
- Wed 9:00 AM - 5:00 PM
- Thu 9:00 AM - 5:00 PM
- Fri 9:00 AM - 5:00 PM
- Sat CLOSED
-
Tue 9:00 AM - 5:00 PMOPEN NOW
Similar Businesses
Reviews (0)
Write a Review
Detailed Information
- Location TypeNA
- Opening Date2011
- Annual Revenue Estimateunknown
- SIC Code show
- Employees2 to 4
- Contactsshow
- Director of Client Service Cinthya Castellon
- Phone 5612264607
- Email [email protected]
- Fax 5619946693
- President Andrew Miceli
- Phone 5612264607
- Email [email protected]