Our Services
Castaldi Financial & Insurance INC was founded in 2008 to help our clients plan for their long term financial independence and security. It takes careful preparation and the right portfolio of financial tools to help you along the way.
Some of the products and services we offer:
- Investment Advisory Services
- IRA / 401k rollovers
- Life Insurance/ LTC Insurance
- Health Insurance/ Medicare Plans
- Property & Casualty/ Liability Insurance
- Disability Insurance