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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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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 - Professional Partners Program
As an attorney or CPA, you may have noticed a distinct change in your business – and in the needs and demands of your clients. Individuals are looking for more comprehensive professional services to meet all of their personal and financial needs. Because both of our industries are extremely client driven, it has become imperative to provide a coordinated financial team that works towards the same goal for the client, an independent financial future.

Are you acting In the best interests of your clients?


As you search for ways to remain competitive within your profession, you may want to consider the opportunities and resources of Raymond James Financial Services. By teaming up with us, you will find that you are able to provide more comprehensive services and choices to your clients than your competitors. You may also find that you have more free time, increased revenues, and an expanded client base. By developing a formalized referral relationship, you are giving yourself the opportunity to make sure that your clients are getting the products and services they deserve. What better way to increase the level of service that your clients have grown to expect?

Our team understands the importance of maintaining a trusting client relationship. Don't compromise that relationship which you have worked so hard to build. You owe it to yourself and your clients to consider forming a strategic alliance with experienced Raymond James financial advisors. Through a compensation sharing arrangement with us, you may be able to increase your income without additional workload, expand your practice into the financial services industry, and provide your clients a much needed integration of their professional advisors.
© 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.