History
Prior to Castle Financial, Mr. Procaccino directed the Retirement Group at Cowen and Company as a Partner of the firm. He was also Vice President and Branch Manager at Dean Witter Reynolds located in 5 World Trade Center, New York City. Mr. Procaccino was a Senior Vice President and the Retirement Group Strategist at Oppenheimer & Company.
Specialties
Financial Advising by a Certified Financial Fiduciary. We believe wealth management involves a variety of strategies that are most effective when tailored to a client's individual needs, goals and aspirations. With this in mind, in addition to our services, we can also refer other professionals -- CPAs, Attorneys, Actuaries, Pension Strategists, Risk Transfer Consultants, Family Business Psychologists and other advisers -- who work closely with clients to build a customized financial plan designed to help them meet their goals in a tax efficient manner.