Products & Services

At Castlebrook Partners, we provide assistance in the following areas:

Investments

  • Educational IRA
  • Variable Annuity
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA

 

 


Financial Engineering

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 412 (e3) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchase Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance


CRN # 201510-175292

530 Fifth Avenue 14th Floor New York, NY 10036
Tel: (212) 536-6009 Fax: (646) 224-9885 Email: mroldan@castlebrookpartners.com