Our Company
Castle Investment Advisors, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.
Beginnings
The roots of our organization go back to the early 1950’s, when Mike’s father, Raymond Zamboni, started in the mailroom of a financial firm in Springfield, Massachusetts. After becoming a licensed professional, Ray moved to Pittsfield in 1968. Michael joined the family business in the 1990’s and in 2010, he opened Castle Investment Advisors. Mike continues his father’s tradition of excellent service, while expanding the operation to help more people achieve their financial goals. Castle is proud to have remained veteran owned and operated for over 70 years, and has recently opened a second location in Gilbert, Arizona.
Our Commitment, Our Principle
Education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. Our staff consists of experienced professionals who use a hands-on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (413)-443-4099.
Meet the Team
Michael Zamboni
President of Wealth Management
413-443-4087
Kyle Smith
Vice President of Wealth Management
413-443-4087
Anthony B. Clement
Senior Vice President of Wealth Management
413-443-4087
Heather McQuesten
Executive Assistant
413-443-4087