Certified by Adrian Castillo - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lodi, CA area, Adrian Castillo will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Adrian Castillo - Financial Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Adrian Castillo - Financial Advisor, Ameriprise Financial Services, LLC
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Adrian Castillo - Financial Advisor, Ameriprise Financial Services, LLC
What services does Adrian Castillo offer as a financial advisor?
Adrian Castillo specializes in retirement planning strategies, wealth preservation, family finances, tax planning, and retirement income strategies to help you achieve your financial goals.
Where is Adrian Castillo's office located?
The office is located at 801 S Ham Ln, Ste H, Lodi, CA 95242, United States.
What are the office hours for Adrian Castillo's financial advisory services?
The office is open Monday through Thursday from 7:30 AM to 6:00 PM and is closed on Fridays, Saturdays, and Sundays.
How can I book an appointment with Adrian Castillo?
You can make an appointment online through the reservation link at https://www.ameripriseadvisors.com/Adrian.Castillo/contact or contact via phone at +1 209-367-8700.
Does Adrian Castillo offer online or onsite services?
Yes, Adrian Castillo offers both onsite services and online appointments to accommodate your needs.
How can I contact Adrian Castillo via email?
You can reach Adrian Castillo by email at Adrian.Castillo@ampf.com.
What nearby financial service providers are close to Adrian Castillo's office?
Nearby financial service providers include Daniel Castillo - Private Wealth Advisor and Christopher Olsen - Private Wealth Advisor, both part of Ameriprise Financial Services, as well as Bridge Pointe Financial Group and Summit Funding.
Are there medical facilities near Adrian Castillo's office for convenient access?
Yes, nearby medical facilities include Rolando Gorgonio Simeon (family practice), Valley MRI & Radiology - Lodi Office, and Sacramento Ear, Nose & Throat, which might be convenient if you need healthcare services before or after your financial consultation.
Can I visit beauty and wellness centers near Adrian Castillo's office while in the area?
Certainly, you can visit Jenibrows Beauty Studio & Lashes, Numage Skin Care, Serenity Medi Spa and Wellness Center, or SAGE Studios for beauty and wellness services close to the office.
Where can I learn more about Adrian Castillo's professional credentials?
More information about Adrian Castillo's credentials can be found on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
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