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
- BBBryan BlankenshipJan 30, 20255.0The BEST! No need to stress about your financial situation. Meet with a trustworthy and caring team at Castlepoint! They never judge your current financial situation. Always willing to serve! First class professionals providing first class service! This team will create and execute a financial plan to align with your retirement dreams.
- 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.
- JJJeremySep 16, 20245.0I have had the pleasure of knowing and getting to work with Kendall King for many years now. As someone who also works in the capacity is a fiduciary for my clients, I do my best to make sure that anyone I refer to a client is the best in their profession. Kendall is certainly that! If you are looking for an advisor who you know you can trust, then Castlepoint is that group.
- JBJames BriganceNov 2, 20235.0Jake Weatherford is a man of utmost integrity with a focus on doing what is best for his clients and a constant commitment to excellence. To put it simply, him and the team do the right things the right way. I highly recommend Jake Weatherford and the Castleview team.
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.