Castelli Financial - Los Gatos, California

Address: 236 N Santa Cruz Ave #240, Los Gatos, CA 95030.
Phone: 4088384544.
Website: castellifinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Castelli Financial

☎️4088384544

⏰ Open Hours of Castelli Financial

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: Closed
Saturday: Closed
Sunday: Closed

Overview of Castelli Financial

Located at 236 N Santa Cruz Ave #240, Los Gatos, CA 95030, Castelli Financial stands as a beacon of financial expertise and personalized service in the heart of Los Gatos. With a dedicated phone line at 4088384544 and an accessible online presence at castellifinancial.com, this firm is committed to making financial planning as straightforward and beneficial as possible for its clients.

Specializations and Services

Castelli Financial specializes in Financial Planning, offering comprehensive strategies tailored to individual needs. The firm's dedication to its clients is evident in its credentials and the personalized approach it takes, ensuring that every person feels valued and well-informed. Juliette, one of their esteemed advisors, is celebrated for her extensive knowledge in investments, taxes, and stock options. Her role as a fiduciary and her ability to assist with Income Tax Obligations (ISO) and inheritance planning demonstrates her commitment to not just financial advice but also to the overall well-being of her clients' futures.

Accessibility and Convenience

Castelli Financial understands the importance of accessibility and convenience, providing a wheelchair accessible entrance, parking lot, and restroom, ensuring that their services are available to everyone. The appointment recommendation feature underscores their respect for clients' time and commitment to delivering personalized service.

Customer Reviews and Opinions

The firm boasts an impressive average opinion of 5/5 based on 7 reviews on Google My Business. Clients rave about the exceptional service provided by Juliette and her team, highlighting their professionalism, knowledge, and the ease they bring to complex financial planning. This high rating is a testament to the quality of service and the trust clients place in Castelli Financial.

Recommendation for Potential Clients

For anyone searching for a financial planner in the Los Gatos area, Castelli Financial is highly recommended. Their combination of expertise, personalized service, and commitment to accessibility sets them apart. To take the first step towards securing your financial future, visit their website at castellifinancial.com or give them a call at 4088384544. Their team is eager to work with you and ensure that your financial planning is both effective and stress-free. Remember, taking charge of your financial future starts with the right advisor, and Castelli Financial appears to be just that. Don't hesitate to contact them to begin your journey towards financial peace of mind.

👍 Reviews of Castelli Financial

Castelli Financial - Los Gatos, California

Bit M. S.

5/5

Juliette is a pleasure to work with. She is extremely knowledgeable when it comes to investments, taxes and stock options. She is highly credentialed and has helped me tremendously with my ISO’s and inheritance planning.
She is a fiduciary and a wonderful person to work with. Highly recommend for all financial and estate preservation needs.

Rocky B.

5/5

Juliette has been great, she is very professional, does a great job explaining the process, and makes sure you fully understand what you’re investing in. She is also very personable and really makes you feel like family. Juliette has gained our trust and has my wife and I on track to meet our financial goals.

My wife and I look forward to working with Juliette for years to come.

It's B. R.

5/5

Juliette is great to work with. You can tell she really wants to help you build for your future and listens to your goals to build a custom fit product that best suits your needs.

Juliette is a friendly caring person who you can trust to help you meet your financial goals.

Julie T.

5/5

My husband and I just started working with Juliette for our retirement and wealth management planning. Since Day 1 she has been on the ball about what information she needs and how she can help us have our money work harder for us. She explains everything and has quarterly reviews to make sure we understand what our money is doing for us. Give her a call if you want to make your money grow!

Matt D.

5/5

I met Juliette from a morning group I am a part of. She is super friendly and you can tell from the first conversation you have with her that she truly cares about the well being of all her clients. Unlike other financial advisers I have had experience with, she gets to know you and your current life plans and helps you navigate the complex options available for saving for the future. She doesn't recommend something if it's not the right fit and you can tell that she really knows her stuff. Im very happy to have found a professional I can trust to advise me. If you are looking for that personal connection to an advisor you can trust, I highly recommend taking the time to sit down with Juliette and learn how she can help you.

Duane R.

5/5

I’ve been working with Juliette for a little over five years and I couldn’t be happier. She is so passionate and caring about what she does. She is honest and transparent and I feel so well taken care of with my retirement and financial future. Highly recommend.

janelle C.

5/5

If you want a financial planner that takes the time to know you and listens to your needs, look no further Juliette Castelli is your gal!

Juliette helped me roll over a 401k, that I had for 15 years with a company I was no longer working for. I had no access to the account, couldn't manage it and had already attempted to roll it over once and failed. I provided Juliette the statement and she reached out to the company. She did all the hard work, figuring out what needed to be done. Really, that says it all. I did not have the time to figure out the in's and out's of the 401k company, it took a professional to do it. She made it so easy!

Now, she is managing this roll-over IRA for me and it's being managed by someone who knows me and what I need for the future. We are so excited to have found Juliette and look forward to our continued partnership.