As the founding Principal of Castle Hill Financial Group, I had previously worked for almost two decades in Investment Banking, Wealth Management and Financial Planning.
Today, my objective is to grow the Castle Hill Financial Group brand and organization through general business development, client referrals, and business acquisitions. Our team of advisors work with clients in the design, strategy and implementation of complex financial planning strategies for high net worth individuals, families, and businesses. Through proper due diligence and utilizing the best tools and resources in the industry we are able to understand and identify both opportunities and issues to help our clients plan both for today and in the future.
Our main goal is to provide the highest level of service and transparency while helping work towards our clients goals. Our firm takes great pride in helping our clients achieve their objectives through educating them with some of the most sophisticated planning and reporting software in the industry.
Thank you for time and consideration
John R. Brodacki III