Kathryn R. Castro, CFP

at 506 W Union St, Newark, 14513 United States

Financial Advisor at Ameriprise Financial Services, Inc. With a second location at: 565 CrossKeys Office Park Fairport, NY 14450 ph:585.598.3438


Kathryn R. Castro, CFP
506 W Union St
Newark , NY 14513
United States
Contact Phone
P: (315) 331-1177
Website
http://www.ameripriseadvisors.com/kathryn.x.castro

Description

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next. Areas of Focus: Retirement Planning Strategies Cash Flow Management Strategies Education Planning Investments Family Finances Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect: Professional help in clarifying your financial goals and priorities If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives Accurate information about our tailored solutions, including risks, benefits and costs What to bring: A list of any questions you have regarding your current financial situation Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information. I am licensed and registered to conduct business in NY. Based on licenses and registrations I hold, I may also conduct business in FL, NJ.

Opening time

  • Mondays: 08:00- 17:00
  • Tuesdays: 08:00- 17:00
  • Wednesdays: 08:00- 17:00
  • Thursdays: 08:00- 17:00
  • Fridays: 08:00- 17:00

Company Rating

100 FB users likes Kathryn R. Castro, CFP, set it to 21 position in Likes Rating for Newark, New Jersey in Bank/financial services category

Don't forget to add our event at Flaherty's Three Flags Inn to your calendar for Friday! What better way to celebrate our never ending winter than happy hour with friends!

Published on 2015-02-18 21:26:23 GMT

Don't forget to join us at our new office location this evening!!!!!!!! Our Open House will be held at 565 CrossKeys Office Park in Perinton from 5:30pm-7:30pm. Be sure to swing by and share hors d'oeuvres and wine with us!! We are 5 minutes from Eastview Mall...perfect excuse to start your holiday shopping:)

Published on 2014-11-20 15:57:49 GMT

Saving money is a tough habit to maintain, especially when unexpected expenses come up. You may even feel like you are saving...saving for the wedding, saving for the house, saving for the kids...when are you going to start saving for you? With everything else you have going on in your life, what have you done to make saving for your future a priority?

Published on 2014-10-23 21:00:50 GMT

ANNOUNCING OUR NEW OFFICE LOCATION!! We are excited to announce that we have added a second office location in Fairport! Our new office is located in the CrossKeys Office Park near the corner of Route 31 and Turk Hill Rd. in building 500. Feel free to set up a time to come visit us and see our new space! Pictures and Open House date to follow...