I have personally know Juliette for several years. I have referred friends and family to her for financial planning with outstanding results. She and her firm are a first class act, with high integrity and a fantastic staff. I highly recommend Castelli Financial.
April 2021
I've been a client of Juliette for over two years now, and it has been a great experience. Her advice for financial planning is very thorough and she's very patient when educating someone as inexperienced as I am. Looking forward to working with her for many years to come.
September 2020
I’ve been working with Juliette for a little over five years and I couldn’t be happier. She is so passionate and caring about what she does. She is honest and transparent and I feel so well taken care of with my retirement and financial future. Highly recommend.
