Castelli Financial & Insurance Services | San Jose, CA

Juliette Castelli-Kolev, Principal
CA Insurance Lic. # 0J15763

Winchester Plaza

Contact Us

1101 Winchester Blvd Suite A107-9
San Jose, CA 95128
  • Office: 408.838.4544

  • E-mail address: juliette@castellifinancial.com
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About Us

  • Meet Our Founder
  • Our Associates
  • Our Location
  • Business Solutions
  • Personal Solutions
  • Calculators
  • Insurance and Annuities
  • Our Heritage
  • Strategic Alliances
  • Retirement Solutions
  • Our Process
  • Helpful Links
  • Contact Us
  • Testimonials
  • My Background
  • Tell A Friend

Castelli Financial & Insurance Services | San Jose, CA

Juliette Castelli-Kolev, Principal
CA Insurance Lic. # 0J15763

Winchester Plaza

Contact Us

1101 Winchester Blvd Suite A107-9
San Jose, CA 95128
  • Office: 408.838.4544

  • E-mail address: juliette@castellifinancial.com
 
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  • Home
  • About Us
    • Meet Our Founder
    • Our Team
    • Our Location
    • Business Solutions
    • Personal Solutions
    • Calculators
    • Insurance and Annuities
    • Our Heritage
    • Strategic Alliances
    • Retirement Solutions
    • Our Process
    • Helpful Links
    • Contact Us
    • Testimonials
    • My Background
    • Tell A Friend
  • Products & Services
    • Services
  • Resources
    • Tax Library
  • Account Access
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us

Juliette Castelli-Kolev (CA Insurance License 0J15763) is an agent for New York Life Insurance Company and may be licensed with various other independent insurance companies in the state of California. No insurance business may be conducted outside of these states referenced.

Juliette Castelli-Kolev is a Registered Representative for NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of California. No offers may be made or accepted from any resident outside the specific states referenced.

Neither Castelli Financial & Insurance Services,, NYLIFE Securities LLC, nor New York Life  Insurance Company or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Castelli Financial and Insurance Services is not owned or operated by New York Life Insurance Company, NYLIFE Securities LLC or its affiliates.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf