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.
The roots of our organization go back to the early 1950’s, when Mike’s father, Raymond Zamboni, opened a financial firm in Springfield, Massachusetts. After moving the company to Pittsfield, Michael joined the family business in the 1990’s and in 2001, he became the owner. Castle has remained veteran owned and operated for over 70 years. Mike continues his father’s tradition of excellent service, while expanding the operation in order to help more people achieve their financial goals. Castle has recently opened a second location in Chandler, Arizona.
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.
President of Wealth Management
Vice President of Wealth Management
Kyle Smith has spent the past two years learning everything he can about the Asset Management business from Administrative to Client Management. He’s currently applying his knowledge in his role as an assistant team member at...