Broker Check

Our Team

Raphael (Ray) Castaldi, CLU, ChFC

Founder and President

(401) 596-6600


[email protected]

Ray has been providing clear financial guidance to his clients for over 40 years! He is a seasoned professional helping many clients retire with a tax efficient income stream by using a "bucket" approach.  

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Office Manger

Graduate, East Stroudsburg University, PA; BA Communications StudiesProfficient in graphic designOver twenty years of Customer Service experience with an acute attention to detail.

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