Chamber of Commerce

      Castle Wealth Group, LLC

      ( 17 Reviews )

      Castle Wealth Group, LLC
      • 131 Plantation Ridge Dr Ste 110
        Mooresville, NC 28117
      •   704-594-8000
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      Hours

      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      5.0 - (17 reviews)
      17
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      Read Our 17 Reviews

      Chamber Rating

      5.0 - (17 reviews)
      17
      0
      0
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      0
      › ‹
      • Tammy Stott

        I can not recommend Castle Wealth and Jonathan Malone enough. I am recently divorced and the thought of navigating the financial world alone was overwhelming. Jonathan and his team have helped me make informed decisions and they continue to be patient in answering any and all questions I have. I continue to recommend the company to all my family and friends.
        Mar 25th, 2024

      • Brooke Sherrill

        Absolutely love this firm! They have been integral in helping us plan our finances and the customer service is outstanding. Jonathan Malone is super to work with.
        Oct 23rd, 2023

      • Ryan McKinney

        The level of attention and guidance from these guys is unmatched. Because of how well theyve helped me my entire family now works with them too.
        Sep 7th, 2023

      • Derek Drabenstadt

        Jonathan and the team are outstanding. Trustworthy, diligent, flexible and great at what they do. Highly recommend!
        Sep 4th, 2023

      • Amy Henderson

        Jonathan and his teams personal attention to detail surpasses all expectations. We continue to be impressed even after more than 15 years of financial partnership. Their knowledge of the market and communication to us is awesome and their personal attention is fantastic!
        Jul 20th, 2023

      Read Our 17 Reviews

      About
      Castle Wealth Group, LLC

      Castle Wealth Group, LLC is located at 131 Plantation Ridge Dr Ste 110 in Mooresville, North Carolina 28117. Castle Wealth Group, LLC can be contacted via phone at 704-594-8000 for pricing, hours and directions.

      Contact Info

      •   704-594-8000

      Questions & Answers

      Q What is the phone number for Castle Wealth Group, LLC?

      A The phone number for Castle Wealth Group, LLC is: 704-594-8000.

      Q Where is Castle Wealth Group, LLC located?

      A Castle Wealth Group, LLC is located at 131 Plantation Ridge Dr Ste 110, Mooresville, NC 28117

      Q What is the internet address for Castle Wealth Group, LLC?

      A The website (URL) for Castle Wealth Group, LLC is: https://www.castlewealth.com/?utm_source=GMB&utm_medium=organic&utm_campaign=GoogleMyBusiness

      Q What days are Castle Wealth Group, LLC open?

      A Castle Wealth Group, LLC is open:
      Thursday: 9:00 AM - 5:00 PM
      Friday: 9:00 AM - 5:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 9:00 AM - 5:00 PM
      Tuesday: 9:00 AM - 5:00 PM
      Wednesday: 9:00 AM - 5:00 PM

      Q How is Castle Wealth Group, LLC rated?

      A Castle Wealth Group, LLC has a 5.0 Star Rating from 17 reviewers.

      Hours

      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM

      Ratings and Reviews
      Castle Wealth Group, LLC

      Overall Rating

      Overall Rating
      ( 17 Reviews )
      17
      0
      0
      0
      0
      Write a Review

      Tammy Stott on Google

      image I can not recommend Castle Wealth and Jonathan Malone enough. I am recently divorced and the thought of navigating the financial world alone was overwhelming. Jonathan and his team have helped me make informed decisions and they continue to be patient in answering any and all questions I have. I continue to recommend the company to all my family and friends.

      Brooke Sherrill on Google

      image Absolutely love this firm! They have been integral in helping us plan our finances and the customer service is outstanding. Jonathan Malone is super to work with.

      Ryan McKinney on Google

      image The level of attention and guidance from these guys is unmatched. Because of how well theyve helped me my entire family now works with them too.

      Derek Drabenstadt on Google

      image Jonathan and the team are outstanding. Trustworthy, diligent, flexible and great at what they do. Highly recommend!

      Amy Henderson on Google

      image Jonathan and his teams personal attention to detail surpasses all expectations. We continue to be impressed even after more than 15 years of financial partnership. Their knowledge of the market and communication to us is awesome and their personal attention is fantastic!

      Load More Reviews

      Overall Rating

      Overall Rating
      ( 17 Reviews )
      17
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