Blake Castaldo
Founder & Financial Adviser of Lifetime Wealth Partners, an Ohio-Based Financial Firm that Guides Our Nationwide Clientele to Financial Success
- Role
- Financial Services Professional at New York Life
- Location
- Canton, OH, US
- LinkedIn followers
- 500 followers
About Blake Castaldo
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Services also include financial advisory, asset allocation, investment advisory, and strategic financial planning.I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency.Neither Lifetime Wealth Partners nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Lifetime Wealth Partners is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions. CA License #40•••01Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.4450 Belden Village St NWSuite 501Canton, OH 44718Bus:(33••••••02Cell:(63••••••00Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Experience
Financial Services Professional
Mar 2020 — Present · Canton, OH, US
Registered Representative offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.
Education
University at Albany
Associates, Accounting and Business/Management
2005 — 2007
Siena University
Bachelor Of Science, Accounting
2007 — 2009
Skills
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Estate Planning
- Key Person Protection
- Insurance
- Asset Protection
- Annuity Sales
- 401k Rollovers
- Licensed Life Insurance Agent
- Legacies
- Wealth Preservation Planning
- Protection Planning/Family Security
- Multi-Generational Planning
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