He may have been an accountant for a long time and maybe a long time ago he knew what he was doing…read morebut he should retire or go back to school. He should be avoided at all costs. Not only is he rude and disrespectful, he is basically incompetent. He seemed like he knew what he was doing but after switching accountants after a couple of years with him, she immediately picked up on several key issues that were causing us to owe taxes.. 2 years, we owed. Thank goodness we decided to make the move to another accountant. He missed so many things in our filings, and they were major issues that any halfway capable accountant should have been able to detect. They were quite obvious. He also gave us some financial advice, but the numbers he gave were all wrong. If you want things done properly, go somewhere, anywhere else. He never gives you a moment to talk or explain things to you. He speaks over you and acts like he is better than you. Truly terrible experience.

Rude, disrespectful, and will try to talk over you…read more He's been doing my family's taxes for around 15 years, and it's time to call it quits. During those 15 years, we've had more than one audit by the IRS and our returns have been way too high. He used to be the friendliest, jovial type around, but perhaps he's going through a mid-life crisis - I never received any voice mails about picking up my materials, and when I tried to have a family member pick up my tax documents, the secretary would give my mom/sister a hard time. "Well, I don't know about that", says Vincent. OK, but there's also a payment I need to make to NJ that has a deadline that's already passed. Don't you think that the principle of the matter is that you didn't reach out to me at all about the payment? "It's just $87, I don't know why you're so upset", as he continues to talk over me and raise his voice so I am drowned out. Goodbye! I even gave him a referral, and he treated her with disdain. Just do your taxes yourself; going through the years of returns he's done for us, he's not a step up from Turbo Tax.

We've been with Castle Financial a number of years now, after having been disappointed with a…read moreprevious advisor who represented a major firm based in France. When we searched for a new advisor, we considered some parameters we hoped an advisor could match, such as reputation, experience, and trustworthiness. And we wanted to also see they had a real brick and mortar location, so they would be accessible. Plus, they had to have no complaints and mainly excellent reviews online. Al Procaccino was one of only two who matched our search! So I'm glad we were able to find him. He's very knowledgeable and helpful; he explains his work and he is without doubt very experienced. Indeed, he's one of perhaps only a few hundred certified Fiduciary Advisors in the country, and we'd be very happy to recommend him to anyone else too. Our investments have seen a steady increase in value since 2017, well in excess of any performance I could have achieved alone.

From the owner: Financial Advising by a Certified Financial Fiduciary. Our primary goal is to guide our valued…read moreclients towards developing a solid financial structure that will stand the test of time and build their wealth for their family and future generations. To ensure we have you on the right path to success, we conduct an in-depth analysis of your financial situation. We then apply the collective knowledge of our financial planning team to develop a plan to help you achieve your financial and life goals. It is this strong planning process that enables our clients to achieve their long-term financial goals in a tax efficient manner.

My experience has been absolutely incredible working with Pam. She answers all of my questions and…read moreis always available to help. It is rare to find an advisor that truly cares about her clients the way she does.

My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

Delinquent tax filer - Vince made it easy and painless. We were able to do everything via email…read more(live in Monmouth, work in NYC even these days), he was patient, and filed everything for me --- I even got my refunds already.

From the owner: It's that time of year again for filing your taxes! Vincent Passariello is a trusted tax and…read morefinancial planner with over 25 years of experience. Call us today!