Miceli Castellon
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Business description
We are committed to ensuring our clients achieve their ideal lives by providing and implementing unbiased and comprehensive financial advice.
Miceli Castellon specializes in coordinating a skilled team of subject matter experts including Certified Financial Planners, Certified Public Accountants, Estate Attorneys, Investment Managers, and Insurance Professionals to create and implement unbiased and comprehensive financial planning for a select group of clients. On an annual basis, we walk each of our clients through the Smart Money Experience in order to empower our clients to make smart choices about their money, so they have the highest probability of achieving their goals and living a great life.Advisor services offered through Cambridge Legacy Advisors, Inc., an SEC Registered Investment Advisor. Securities offered through Cambridge Legacy Securities, L.L.C.Member FINRA/SIPC and MSRB registered. OSJ: 15660 N. Dallas P
General information
- Business Services Financial Investment Advice Certified Financial Planners
Estimated number of employees: | 2 to 4 | |
City / suburb: | Boca Raton, FL | |
County: | Palm Beach |
Private Wealth Management, financial planning services, Business Succession Planning, retirement planning services, investment management
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