Castle Wealth Group, LLC

Jonathon has worked with me and Mark on our retirement for many years. He has always made us feel comfortable with our plans and is extremely attentive to our needs. He is sincere in caring about his clients. I’ve had a few different advisors, but he is the only one who has consistently made himself available. Kindness that is desperately needed at this time!

My husband and I have worked with Jonathan for several years now and have often recommended him to friends and family. His knowledge has been very helpful with our investments. We have also enjoyed working with Marc as we start looking towards our retiremnent options.

I have been working with Jonathan and Michael for over 10 years. They are the most cool, calm and collective folks that I know. I have trusted them to manage my accounts over the last decade because I have 100% trust that they have my best interest in mind. They are open communicators and have helped me manage the ever changing landscape with confidence. I’m now also working with Marc Wulf, who has been great. He’s a very clear communicator with fresh financial perspectives. I’m happy with this team and how they have managed my portfolio. I would totally recommend them to anyone.

We had the pleasure of working with Jonathan for over 4 years now. He is very knowledgable about the investment's and wealth management. Jonathan consolidated my 401k plan from my employers over the years and invested them properly in the right areas. He is very professional and have great ideas and they stay current with changing conditions in the financial realm. Him and Mark are a great team. They listen to your ideas and goals and research on them, come back with a plan of action.

The team at Castle Wealth is very knowledgeable, trustworthy and personable. We feel confident with Jonathan and Michael handling our investments. Ashley is awesome too! They are very approachable, easy to communicate with and take a personal interest in their clients. We have been clients for many years and we are happy with their recommendations and our investment outcomes. Would definitely recommend!