Business Details
About
Financial Planner
At Castlepoint Wealth Advisors, we are dedicated to helping enterprising individuals build an abundant life through tailored financial strategies. With a focus on simplifying investment complexities to protect and grow wealth, we cater to clients who are enterprising, ambitious, and purposeful. Our experienced advisors specialize in guiding clients, offering personalized investment strategies crafted to suit individual needs and long-term goals. At Castlepoint, we believe in the power of giving back and actively participating in community initiatives. Trust, transparency, and results drive our client relationships as we strive to create enduring financial success for each individual we serve.
Location
Castlepoint Wealth Advisors
7308 N Classen Blvd, Oklahoma City, OK
73116, United States
Hours
Reviews
5.0
16 reviews
5 stars
16
4 stars0
3 stars0
2 stars0
1 star0
- PGPatrik GJun 16, 20255.0Castlepoint has provided me effective and comprehensive guidance navigating tax considerations, implementing diversification strategies, and long-term planning. They have been available and personable during this time. I found them online and they made the onboarding process quick and easy. Thank you to Kian and the team.
- RRRachelJun 5, 20255.0Amazing firm! I started working with them a few months ago and Drew and Kristen (and really all within the firm) are absolutely wonderful! They listen to me, my goals, and help me achieve them while also continuing to be transparent and educate me along the way.
- JEJen EllisJan 23, 20255.0Our experience with Castlepoint Wealth Advisors has been exceptional. The professionalism, ease and quick response time from the entire team has been so appreciated. We feel confident and secure in the way that our investments are being managed and would highly recommend the services of Castlepoint.
- DLDan LeeNov 1, 20235.0Investing can be complicated, but Castlepoint made it clear and simple for us. They listened to our particular situation and helped us with a financial plan that suits us well. And that’s not all they do for us. We asked them for suggestions on several cash flow, tax, and retirement options. They always give sound advice. We now have a peace of mind about our investments and our financial future. Great people!
Frequently Asked Questions About Castlepoint Wealth Advisors
What services does Castlepoint Wealth Advisors offer?
Castlepoint Wealth Advisors provides tailored financial strategies and personalized investment guidance to help build and protect your wealth.
What are the business hours of Castlepoint Wealth Advisors?
They are open Monday through Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 12:00 PM. They are closed on weekends.
Where is Castlepoint Wealth Advisors located?
They are located at 7308 N Classen Blvd, Oklahoma City, OK 73116, USA.
How can I contact Castlepoint Wealth Advisors?
You can call them at +1 405-705-2906 or email jake@castlepointwealth.com.
Does Castlepoint Wealth Advisors have a website where I can learn more?
Yes, their website is https://castlepointwealth.com where you can find more information.
Is Castlepoint Wealth Advisors involved in community initiatives?
Yes, they believe in giving back and actively participate in community initiatives to build trust and enduring financial success.
What nearby places can I visit after my appointment at Castlepoint Wealth Advisors?
You can visit Bliss Medical Spa for skin care and beauty treatments, 74 Sports Kitchen & Cocktails for dining and drinks, or Oklahoma City Ballet if interested in dance and culture.
Are there any nearby services for automotive repair close to Castlepoint Wealth Advisors?
Yes, Glass Auto Works and Restoration, Elite Auto Repair Oklahoma City, and Japanese Auto Service are nearby for various automotive repair and restoration needs.
Where can I find nearby healthcare providers around Castlepoint Wealth Advisors?
Nearby healthcare options include Sorgen Dentistry, Rheumatology Associates of Oklahoma, Shadid Plastic Surgery Associates, and McKenzi L. Standard, MD for various medical specialties.
What category of business is Castlepoint Wealth Advisors?
They are categorized as a Financial Planner specializing in investment and wealth management services.