Nelson Castro

Credentials:
  • MBA
  • CLU®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Charitable Giving, Group Benefits, Special Care

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See Nelson’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Nelson

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Coastal Wealth - Tampa

Satellite Office

4211 W. Boy Scout Blvd., Ste 700
Tampa, FL 33607

CRN201912-180567