Castelli Financial Insurance Services is a trusted insurance agency located in San Jose, CA. With a personal and sophisticated approach, they provide thoughtful financial guidance to individuals and businesses, helping them make informed decisions and achieve peace of mind about their finances.
Rooted in a strong Italian heritage, Castelli Financial treats each client like family, offering the same care and attention they would give to their own loved ones. Their dedicated team serves a diverse range of clients, including pre-retirees, retirees, tech professionals, and business owners, providing a variety of financial solutions tailored to meet their unique needs.
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