Castellum Financial

Castellum Financial

Share

We offer financial advice for a fee, AUM investment management, and brokerage services upon request Message us!

Our hours are typically 8:30am-5:30pm however weeknights and weekends are available upon request. Please note that star ratings are representative of that individual's experience only and may differ from your experience. Securities, Financial Planning, and Advisory Services Offered through LPL Financial a Registered Investment Advisor - Member FINRA/SIPC. http://www.finra.org/ http://www.sipc.org/

Photos 09/11/2023
Photos 02/21/2023

Happy Fat Tuesday!

01/12/2023

If you have to make a Q4 estimated tax payment don't forget the postmark needs to be January 16th https://buff.ly/2xFNJL4

Photos from Castellum Financial's post 01/12/2023

Here are the important tax numbers for 2022 and 2023. There is still plenty of time to reduce your taxes for 2022 if you act before April 15th

Group Disability Insurance 08/22/2022

Group Disability Insurance

Group Disability Insurance Group Disability Insurance If a disabling illness or injury were to prevent you from working for weeks, months, or even years, how would you support yourself and your family? If disability strikes, you may discover that your most valuable asset isn't your home or your savings--it's your ability to e...

Changing jobs? Know your 401(k) options. 08/19/2022

Changing jobs? Know your 401(k) options

Changing jobs? Know your 401(k) options. Changing Jobs? Know Your 401(k) Options: If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options. What will I be entitled to? If you leave your job (voluntarily or involuntarily), you'll be entitled to a....

Want your business to be the top-listed Accountant in Cincinnati?

Click here to claim your Sponsored Listing.

Location

Telephone

Address


8044 Montgomery Road, Suite 700
Cincinnati, OH
45236