Castelli Financial & Insurance Services

Juliette is a pleasure to work with. She is extremely knowledgeable when it comes to investments, taxes and stock options. She is highly credentialed and has helped me tremendously with my ISO’s and inheritance planning. She is a fiduciary and a wonderful person to work with. Highly recommend for all financial and estate preservation needs.

uliette 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. She is also very personable and really makes you feel like family. Juliette has gained our trust and has my wife and I on track to meet our financial goals. My wife and I look forward to working with Juliette for years to come.

My husband and I just started working with Juliette for our retirement and wealth management planning. 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. She explains everything and has quarterly reviews to make sure we understand what our money is doing for us. Give her a call if you want to make your money grow.