CastleBrook Partners

New York, NY Commercial Insurance
(212) 536-6009
(212) 536-6009
530 5th Ave Fl 12, New York, NY 10036

530 5th Ave Fl 12, New York, NY 10036

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About the Business

At CastleBrook Partners, we strive to provide our clients with the most integrated and coordinated financial decisions possible. We have a holistic approach that considers all aspects of their financial picture, including risk management, savings, and investments. This allows clients to see how their decisions interact on a macro-economic model, rather than looking at them one at a time. Our team is experienced in developing tailored financial models to help our clients make the best decisions for their financial future.

With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

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Publisher Info

  • Creating wealth has many challenges and can be a very expensive process. Financial resources must be developed and protected throughout all three wealth phases: Accumulation, Distribution and Conservation. Clients rely on the expertise of many different professionals, such as insurance agents, financial planners, stock brokers, attorneys, real estate brokers and accountants for advice. More often than not, these professionals are giving advice with little or no communication with the other advisors, which leaves it up to the client to coordinate these separate recommendations and strategies into one working plan. CastleBrook Partners was created so that the client would have the opportunity to create a coordinated, integrated, and verifyable strategic plan with maximum efficiency!
  • (212) 536-6009
  • 530 5th Ave Fl 12, New York, NY 10036
  • Visit Website

Opening Time

  • Mon
    8:00 AM - 6:00 PM
  • Tue
    8:00 AM - 6:00 PM
  • Wed
    8:00 AM - 6:00 PM
  • Thu
    8:00 AM - 6:00 PM
  • Fri
    8:00 AM - 6:00 PM
  • Sat
    Closed
  • Sun
    Closed
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