About Castillo Financial Group
Managing Partner & Team Builder
What We Do
Three Decades of Trusted Financial Guidance
With 30 years of industry experience, Managing Partner Glenn V. Castillo leads Castillo Financial Group (CFG) with a singular mission: Trust, Knowledge, and Results. Recognized as a leading "Team Builder" and cited by major networks like ABC, NBC, CBS, and FOX, Glenn provides the high-level expertise needed to navigate today’s complex financial landscape.
Our Strategy: Protection & Growth
We specialize in Maximum Funded Index Universal Life (IUL) Plans, designed to capture market gains while eliminating the risk of loss. By focusing on tax-free retirement and wealth preservation, we create robust financial roadmaps that secure your legacy.
Comprehensive Service Suite
Serving the New Jersey and New York area, our team offers specialized knowledge and Support across our core pillars:
Wealth Security: Life, Disability, Accident, and Critical Illness Insurance.
Retirement & Health: Expert Medicare guidance and Long-Term Care planning.
Future Planning: Social Security Maximization and Strategic College Funding.
The CFG Philosophy: Client Interest, ALWAYS.
We believe in building lasting relationships through transparency. Our goal is to translate complex financial products into clear, actionable strategies. At Castillo Financial Group, every piece of advice we provide is rooted in one non-negotiable principle: it must be in your best interest—Always.
Why Choose Us
Helping You Build, Protect, and Grow Your Financial Future
We are committed to guiding you toward financial clarity and growth through expert consulting, tailored strategies, and trusted advice. Your future deserves a confident, secure foundation.
Independent, Client-First Advice
We provide objective guidance with no ties to a single financial institution, so every recommendation is made in your best interest.
Insurance Solution
Secure your legacy with Life Insurance, Accident Insurance, Critical Illness, and Disability Insurance.
Retirement & Health
Navigate complex transitions with Medicare and Long-term care insurance.
What We Do
Expert Financial Consulting Services
Experience expert guidance through our tailored financial consulting services designed to build, manage, and grow your financial future. From personal planning to business strategy, we apply proven tools and insights to deliver lasting financial results.
Tax-Free Retirement & Market Protection
Grow wealth safely with Maximum Funded IUL plans. Lock in market gains and eliminate risk with 100% tax-free growth.
Guaranteed Lifetime Income & Social Security
Convert savings into a paycheck for life. Maximize your Social Security benefits and ensure you never outlive your money.
Living Benefits & Personal Protection
Access tax-free cash while you're alive. Get immediate financial support for Critical Illness, Accidents, or Disability during your recovery.
Medicare & Long-Term Care
Navigate healthcare with expert guidance. Protect your assets from being drained by rising medical and nursing home costs.
College & Legacy Planning
Fund higher education without sacrificing retirement. Balance tuition costs with wealth preservation to secure your family’s future and legacy.
Expert Support
Your dedicated partner for the journey. Receive around-the-clock support and professional strategy sessions to keep your financial roadmap on track.
What We Do
Expert Financial Consulting Services
Experience expert guidance through our tailored financial consulting services designed to build, manage, and grow your financial future. From personal planning to business strategy, we apply proven tools and insights to deliver lasting financial results.
Tax-Free Retirement & Market Protection
Grow wealth safely with Maximum Funded IUL plans. Lock in market gains and eliminate risk with 100% tax-free growth.
Guaranteed Lifetime Income & Social Security
Convert savings into a paycheck for life. Maximize your Social Security benefits and ensure you never outlive your money.
Living Benefits & Personal Protection
Access tax-free cash while you're alive. Get immediate financial support for Critical Illness, Accidents, or Disability during your recovery.
Medicare & Long-Term Care
Navigate healthcare with expert guidance. Protect your assets from being drained by rising medical and nursing home costs.
College & Legacy Planning
Fund higher education without sacrificing retirement. Balance tuition costs with wealth preservation to secure your family’s future and legacy.
24/7 Expert Support
Your dedicated partner for the journey. Receive around-the-clock support and professional strategy sessions to keep your financial roadmap on track.
What We Do
Expert Financial Consulting Services
Experience expert guidance through our tailored financial consulting services designed to build, manage, and grow your financial future. From personal planning to business strategy, we apply proven tools and insights to deliver lasting financial results.
Tax-Free Retirement & Market Protection
Grow wealth safely with Maximum Funded IUL plans. Lock in market gains and eliminate risk with 100% tax-free growth.
Guaranteed Lifetime Income & Social Security
Convert savings into a paycheck for life. Maximize your Social Security benefits and ensure you never outlive your money.
Living Benefits & Personal Protection
Access tax-free cash while you're alive. Get immediate financial support for Critical Illness, Accidents, or Disability during your recovery.
Medicare & Long-Term Care
Navigate healthcare with expert guidance. Protect your assets from being drained by rising medical and nursing home costs.
College & Legacy Planning
Fund higher education without sacrificing retirement. Balance tuition costs with wealth preservation to secure your family’s future and legacy.
24/7 Expert Support
Your dedicated partner for the journey. Receive around-the-clock support and professional strategy sessions to keep your financial roadmap on track.
Jack Miller
Loyal Client
"I've been working with this team for over a year, and their coaching consistently exceeds expectations. Their deep insights, tailored career strategies, and ongoing support have helped me stay on track and focused on my goals. My career has never felt more organized, and I truly trust them to guide my professional journey."
The Power of Trust, Knowledge, Results
© 2026 - Glenn Castillo - All Rights Reserved.