Castle Financial Partners - DeWitt (MI)

5 /5 Ethan Ruhland: I cannot overstate how happy we have been with the guidance and support of Nick and Jasmine since we first started working with Castle Financial two years ago. We initially utilized their help with life and disability insurance needs, and were so happy with that process that when it came time to really take control of our financial future we knew just where to go.

5 /5 Kara Black: Love working with Nick and Jasmine at Castle Financial! Theyre incredibly knowledgeable, responsive, and organized. They answer all my questions thoroughly, keep my goals on track, and are great at adapting to my needs. I recommend them every chance I get!

5 /5 Jenna S. Davis: Nick has been our financial advisor for almost 10 years! He has been professional, trustworthy and knowledgeable. He provides us with advice and a roadmap and then we decide what makes most sense for our family and goals (which are always evolving). Nick is always available and has worked well with our other advisors (accountant, attorney, etc). I would recommend Castle Financial Partners especially to fellow physicians (as we often have a unique financial situation due to hefty student loans) and to anyone looking for an advisor.

5 /5 Ron Tyner: If I could give 10 stars I would. Dave and Nick are awesome and treat us like family. They are great at presenting all of your options and explaining the pros and cons of each one so you can make the best decision for your family. I truly feel like everyone at Castle Financial Partners works like a team to put my family in the best possible position for our future. If you haven’t reached out to them I recommend doing so. It’s worth the call to make sure you are doing everything you can for the future of your family.

5 /5 Linda Novello: I love working with Castle Financial Partners- they take the worry out of my retirement investments and always have my best interest in mind. They helped me transition into retirement with my 401 rollover and long term care needs.They are quick to answer my questions with easy to comprehend responses. I highly recommend them for any and all investments needs.