Our Firm

             Castaldi Financial Solutions, Inc. is an Independent Wealth Management  and Retirement Income Planning  firm. Founded in January 1993 by Raphael (Ray) Castaldi we are located in Westerly, RI. We provide financial solutions and investment advice through Financial Directions, Inc., a Registered Investment Advisor. Ray Castaldi is a Registered Representatives of, and offers securities through *Cambridge Investment Research, Inc., a Broker Dealer, Member FINRA/SIPC. 

Our mission is to bring happiness into your life and allow you to live your life more fully by creating a clear financial plan designed to last a lifetime! In order for us to achieve this, we take the time to find out all about you and build lifelong relationships with you as clients.

Our purpose is to give you direction and build your confidence. We want to support you and your family’s dreams, goals and expectations. We work to achieve this together by elimiting your fears, capturing your opportunities and building on your strengths. This is a unique process that provides you with an essential roadmap to follow in an attempt to assist you in reaching your goals throughout your lifetime. 

With over thirty years of experience in creating retirement solutions and establishing relationships with our clients, we offer you the opportunity to take control of your life!

Castaldi Financial Solutions, Inc. is a member of the Greater Westerly-Pawcatuck  Chamber of Commerce.

*Cambridge does not offer tax advice.

In today’s ever changing world, it is impossible for individuals to remain on top of all the latest developments in areas such as Retirement, Education, Estate and Tax Planning, Special Needs Trusts, Investments and more.  Castaldi Financial Solutions, Inc., through a special resource of accountants, lawyers, investment advisors and portfolio managers, has the ability to access timely and up to the minute information in these areas.