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Castlebury Financial Advisors

Castlebury Financial Advisors


On our site you will find information to help you stay informed and navigate your financial course. From newsletters to research reports and financial calculators, our aim to better equip you and provide sound advice about the financial world.

As full-service consultants, we offer clients an assortment of quality, non-proprietary investment choices.  If you would like further information, please contact us, by phone or by e-mail.  We can help you make sense of today's investment climate.  We are here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data.  Please take advantage of this resource and visit us often.

Your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  This web site is created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.