Jason Castaldi
Jason Castaldi |
|---|
Financial Advisor
555 Heritage Road, Suite 204 | Southbury, Connecticut 06488
O: (203) 359-5307 | M: (203) 313-2256 | F: (203) 359-5353
How I Help
- Fee-Based Financial Planning
- Retirement Planning
Who I Help
- Individuals
- Entrepreneurs
- Families
- Business Owners
About Me
My career in financial services began with a call from my best friend’s brother, who was building a Greenwich-based team for Charter Oak. I joined the company on a gut instinct, feeling like it was the right opportunity to do something more meaningful in my professional life. After only a few months, my best friend’s brother was my boss, and I had begun growing a business helping others.
As a mentee of some of the area’s top financial advisors, I was able to identify the qualities that I wanted to shape my own practice. I distilled those qualities into three guiding principles: honesty, transparency and empowerment. Today, I combine these with a dedication to process, education and communication to ensure my clients always know what I’m suggesting and why, ultimately empowering them to make their own decisions without unnecessary stress.
This approach has attracted individual clients ranging from entrepreneurs, professional athletes, doctors and corporate executives to business clients in industries such as shipping, transportation, raw materials, hedge funds, and sports supplements.
Since beginning my career in 2005, my success in the industry has earned me recognition both inside and outside of the firm.
I am also an avid fisherman and compete in multiple tournaments per year. When I’m not spending time with my wife and our two daughters, I can most likely be found at the gym or on the water.
Working with a Charter Oak Financial Professional
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
實現目標的第一步： 與您可以信任的人交談
在萬通互惠理財，我們可以幫助您實現您的財務目標。
作為萬通互惠理財的理財顧問，我致力為個人和家庭制定未來財務計劃。我可以幫您實現以下目標：
- 保障家庭的未來財務狀況
- 制定退休資金策略
- 制定針對子女教育的儲蓄計劃
- 幫助確保您的收入得到保障
- 減輕在您年歲逐增時帶給親人的經濟負擔
- 確保遺產傳承
透過我接受的專業培訓和技能，我將與您密切合作，協助您打造更美好的未來，並幫助您實現夢想。
為什麼選擇萬通互惠理財？
選擇金融服務公司時，需要考慮很多因素。萬通互惠理財是以分紅型保單持有人的利益而經營。選擇一家人壽保險公司時，信任、實力、社區和穩定性非常重要。
萬通互惠理財「以人為本」的理念決定了我們如何為客戶和社區提供服務，這在我們廣泛的理財保障產品和頂尖的的客戶服務當中得到充分體現。
為了為您提供更好的服務，我們聘請了解您的獨特需求，並能向我們生活和工作所在社區提供支援的理財專業人士。
關於萬通互惠理財
萬通互惠理財成立於1851年，秉持一個宗旨：幫助人們保障他們的財務未來和所摯愛的家人。165多年以來，雖然歷經不同的政治、社會和經濟氣候，這項承諾始終不變。我們經營的一切以及做每一個決定，都是基於這一承諾。我們持續提供產品和服務，幫助投保人和客戶實現財務目標，並保障他們所摯愛的家人。
雖然不保證分紅，但萬通互惠理財自1869年以來每年都向符合條件的保單持有人支付紅利。
請瀏覽 MassMutual.com 了解更多。
Disclosures:
保單、申請表、行政文件，以及表格僅以英文提供。
保險產品是由Massachusetts Mutual Life Insurance Company (MassMutual) (Springfield, MA 01111) 及其子公司C.M. Life Insurance Co.和MML Bay State Life Insurance Co. (Enfield, CT 06082)發行。C.M. Life Insurance Co.和MML Bay State Life Insurance Co.在紐約未被公認。
© Massachusetts Mutual Life Insurance Company (MassMutual) (Springfield, MA 01111).
保留所有版權 。www.massmutual.com.
Reaching your goals starts with speaking to someone you can trust
At MassMutual, we can guide you along the path toward achieving your financial goals.
As a MassMutual financial professional, I help individuals and families with their plans for the future. I can help you:
- Protect your family’s financial future
- Develop a strategy to fund your retirement
- Create a plan to save for your children’s education
- Help to ensure that your income is protected
- Ease the financial burden on your loved ones as you age
- Ensure a legacy for the future
Through a combination of my training and skills, I will work closely with you to help you prepare for a brighter future and help you fulfill your dreams.
Why work with MassMutual?
There are many factors to think about when choosing a financial services company. At MassMutual, we operate for the benefit of our participating policyowners. And when choosing a life insurance company – trust, strength, community, and stability matter.
MassMutual’s ‘people first’ approach dictates how we service both our customers and the communities where we serve, and it is reflected in a wide range of financial protection products and our world-class customer service.
To serve you better, we recruit financial professionals who understand your unique perspectives and support the communities in which we live and work.
About MassMutual
Founded in 1851, MassMutual had a single purpose: to help people secure their future and protect the ones they love. More than 165 years later – through varying political, social and economic climates – that commitment remains our guiding principle. It’s behind everything we do and every decision we make. It’s how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most.
While dividends are not guaranteed, MassMutual has paid them to eligible participating policyowners every year since 1869.
For more information, please visit www.massmutual.com.
Disclosures:
Policies, application forms, administrative documents, and forms are only available in English.
Insurance products are issued by Massachusetts Mutual Life Insurance Company (MassMutual) (Springfield, MA 01111) and its subsidiaries C.M. Life Insurance Co. and MML Bay State Life Insurance Co. (Enfield, CT 06082). C.M. Life Insurance Co. and MML Bay State Life Insurance Co. are not recognized in New York.
© Massachusetts Mutual Life Insurance Company (MassMutual) (Springfield, MA 01111).
All copyrights are reserved. Www.massmutual.com.