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Castle Peak Strategic Wealth
1494 West Ustick Road, Meridian, Idaho, United States
About the Castle Peak Strategic Wealth
Castle Peak Strategic Wealth is a leading finance institution located at 1494 West Ustick Road in Meridian, Idaho, United States. Our dedicated team of experts provides comprehensive wealth management services to help clients achieve their financial goals. From investment strategies to retirement planning, we offer personalized solutions to meet the unique needs of each individual. With a focus on strategic planning and personalized guidance, Castle Peak Strategic Wealth is committed to helping clients build and protect their wealth for the long term.
Photos of Castle Peak Strategic Wealth
1494 W Ustick Rd Suite 100, Meridian, ID 83646, United States
Opening hours of Castle Peak Strategic Wealth
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 14:00
Saturday:
Day off
Sunday:
Day off
Reviews of Castle Peak Strategic Wealth
"I have worked with Adam Floto for a decade now. He is very personable and the only person I have trusted with my money. He is highly professional and experienced in what he does. I'm always updated on my portfolios status and he always does what is in my best interest. I have enjoyed working with him, as he is always willing to listen and help!! My money is in Great hands at Castle peak with Adam!"
"I really appreciate the professional service and financial advise of Castle Peak,"
"Adam is very informative and always answers questions thoroughly. He considers the best options with my personal goals in mind."
"We have enjoyed the services offered by Adam and Josh for many years starting with US Bank several years ago. We especially value their candid remarks and friendly discussion related to their recommendations. We highly recommend them."
"Adam Floto has been my financial advisor for several years now. He has the knowledge, integrity, experience and honesty and it has been a wonderful experience working with him. Do yourself a favor and give him a call."
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