Skip to content
Castle Financial Strategies LogoCastle Financial Strategies Logo
  • Home
  • Our Team
    • Our Team
    • Doug Castle
    • What Makes Us Different
    • Why Work With a CFP
  • Our Services
    • Our Services
    • Our Process
    • Business Planning
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Investment Management
    • Investment Strategies
    • Risk Management
  • Our Clients
    • Our Clients
    • Business Owners
    • Families & Individuals
    • Non-Profits
    • Pre-Retirees
    • Retirees
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Castle Financial Strategies LLC
    1174 Stoneridge Dr Ste 302 Bozeman, MT 59718-9850 D: 406.613.7557 M: 406.404.0934 O: 406.613.7557
    Map and Directions Map and Directions

Are you ready? Let’s uncover the possibility of working together.

Castle Financial Strategies LogoCastle Financial Strategies Logo
  • 1174 Stoneridge Dr Ste 302 Bozeman, MT 59718-9850
  • 406.613.7557
  • 406.404.0934
  • 406.613.7557
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2025 Raymond James Financial, Inc.