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January 2022 by Steve L.
My wife and I went for a free consultation several years ago and met with financial planner Anna Li Castro. Anna Li Castro provided that piece of mind they we were on the correct path with respect to our retirement goals. I would not hesitate recommending Anna to both family and friends for all your financial needs.
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August 2021 by Mike B.
Anna Li Castro is truly the best. She is knowledgeable and cares about our needs. If you are looking for a great financial advisor, choose Anna. Let me also add Jill Prochison who manages the office so efficiently and is a blessing to us when we come to the office.
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March 2020 by Anthony Marino
Amazing experience. We had issues with another advisor and came to her randomly for guidance. Not only did she refrain from throwing another advisor under the bus for her own personal benefit, but she took the time to explain to us the current state of our account on her own personal time and spent over an hour working with us (without an appointment)Definitely switching over to Mrs. Castro, and would advice anyone looking for someone trustworthy to do the same!
