info@castleadvisors.com

Home
About Us
- About Us
- Meet the Team
Approach
- Our Approach
- Our Process
Who We Serve
Wealth Services
Resources
Contact Us

Contact Us

Burlington Office

171 Battery St.

Suite 1

Burlington, VT 05401

Phone: (802) 497-3621

Fax: (888) 451-4878

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: (802) 497-3621

Fax: (888) 451-4878

171 Battery St.

Suite 1

Burlington, VT 05401

info@castleadvisors.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Professionals of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com

Important Information and Form CRS | Business Continuity