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Stanton & Castleton, Inc. - Lake Forest, CA - Comprehensive Financial Solutions for Individuals & Businesses  
 
Stanton & Castleton, Inc. - Lake Forest, CA - Comprehensive Financial Solutions for Individuals & Businesses - 1 Orchard Rd, Suite 130, Lake Forest, CA 92630
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Stanton & Castleton, Inc. - Lake Forest, CA - Comprehensive Financial Solutions for Individuals & Businesses - Click here to request your Free 401(k)/IRA rollover analysis
Robert J. StantonFinancial Advisor &
Registered Principal, RJFS

Bob Stanton began his career on the pension side of the business and has also served as a retirement plan analyst and annuity consultant. Click here for more ...

Ronald A. Castleton Financial Advisor
Registered Principal, RJFS

Ron Castleton has built his practice as a financial advisor by helping to manage and preserve the wealth of individuals and businesses. Click here for more ...

Kevin Kraus Business Development
Kevin Kraus' role in Business Development is to establish and nurture relationships with other financial professionals such as CPA's and Attorneys. Click here for more ...
 
 
  Stanton & Castleton, Inc. - Lake Forest, CA - Comprehensive Financial Solutions for Individuals & Businesses

Our team understands that running a business is challenging. Attending to daily responsibilities, planning for the long term, making decisions that will affect your livelihood and your employees, and doing it all while trying to provide the best possible service and retain a profit … it can be difficult to take the time to ensure you are on a suitable track for success.

That’s why our business is helping you make financial decisions for your business.

Our team’s services include:

Determining the best legal structure for your business

Choosing the appropriate legal structure can have a profound impact on your business. We can help you with this important decision, assessing your concerns and goals, providing information about your options, and directing you to the best attorneys and accountants based on your situation.

Selection of company retirement plans

We can examine your current retirement plan to ensure it provides the most benefit or establish a new plan to meet your needs. We can implement and provide ongoing coordination of 401(k)s or 403(b)s, simplified employee pensions (SEPs), savings incentive match plans for small employers (SIMPLEs), profit sharing plans and defined benefit plans.

Assistance with business growth and continuation needs

Through Raymond James you have access to a variety of business support services – from commercial lending alternatives to key-person insurance and business continuation plans. And, for qualified mid-cap companies, we can even put you in touch with a Raymond James investment banking professional.

We understand that the success of our practice depends on your success. Our commitment is to ensuring you have the resources you need to manage your business, your finances and your life by being a partner you can count on for quality investment alternatives, advice and unsurpassed service.
© Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stanton & Castleton, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Privacy Policy.
This site is published for residents of the United States only. Raymond James’ financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.