Our Mission Statement:

Financial guidance for
clarity and confidence

No Rush. No Judgement. Just Transparency and Trust.

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Welcome to the Table

Helping you feel confident about your finances so you can live your best life

You’ve worked hard to get where you are, and your success has brought you great opportunities. But preparing for the future and maximizing your financial potential can be complicated, and you don’t want to make mistakes. You want to enjoy life now while making the right decisions to support your future, and that’s where we come in.

At Castelli Financial & Insurance Services, our approach is like an Italian family dinner—personal yet sophisticated and completely unrushed. When you join our table, you become part of the family. No matter where you are in your financial life, we never pass judgment or rush you through the process. Instead, we take the time to review each part of your financial landscape and educate you on the options available to you—from minimizing your taxes to preparing for retirement and beyond. We give you time to digest the information and encourage you to ask questions before we move on to the next course because we know when you have clarity, you’ll have confidence in the path forward.

At the end of the day, we care about your success, and you can rest assured that we’ll do whatever it takes to bring you the financial confidence you deserve.

Welcome to the Castelli Financial family —we're honored to have you at the table.

Our Heritage

In Italy, we don’t just have family—we live and breathe for the people we care about. Our Founder, Juliette Castelli-Kolev, is a second-generation Italian American with roots in Rome, and her heritage greatly impacts who we are as a firm. To us, “family” doesn’t just refer to blood relatives—it means any person we come to know and care for. We treat each of our clients like one of our own, and when you work with us, you’ll receive the same care and attention we would give to our own blood.

Proudly Serving

We help honest, hardworking people who want the best for their families and their communities. Our firm serves people of all ages and stages of life, and if we point you in a direction, it’s because that’s the same financial strategies we’d give our own family.

  • Pre-Retirees and Retirees
  • Tech Professionals
  • Business Owners

Common Services

Our clients come to us for a variety of financial solutions, from retirement preparation to life-long financial strategies. Whether you have a specific need or you’re looking for help organizing your entire financial picture, we’re here to help.