Secure Your Future with 30 Years of Expertise.
Castillo Financial Group LLC
Personalized Financial Strategies Built Around Your Life
Led by Managing Partner Glenn V. Castillo, featured on ABC, NBC, CBS, FOX, and FiOS1. We build tax-free retirement roadmaps and market-protected growth strategies designed to secure your legacy—always in your best interest
Start Planning For Your Future
I am committed to maintaining the highest standards of Integrity and Professionalism. I endeavor to know and understand your financial situation and provide you with only the highest quality information & services to help you reach your Financial Goals.
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 Growth & Risk Protection
Lock in market gains with a 0% floor to eliminate losses. We use Maximum Funded IULs to build 100% tax-free wealth, ensuring your principal stays safe regardless of market volatility.
Lifetime Income & Social Security
Never outlive your money. We provide Social Security Maximization Reports to claim your highest benefit and convert your savings into a guaranteed paycheck for life.
Living Benefits & Life Protection
Protection you don't have to "die to use." Our Life, Accident, and Critical Illness plans provide immediate tax-free cash to support your family during recovery, not just after.
Medicare & Long-Term Care
Navigate healthcare with 30 years of expert guidance. We shield your assets from being drained by rising Medicare gaps and nursing home costs.
Disability & Income Security
Protect your greatest asset: your paycheck. Our Disability Insurance ensures your lifestyle and retirement contributions continue even if you are unable to work.
College Planning & The Legacy Vault
Fund their education without draining your retirement. Organize your entire financial life in our Generational Vault, keeping your legacy secure and accessible.
How we Handle
Successful Financial consultation
Our comprehensive process ensures a seamless journey from initial consultation to successful loan approval. Experience personalized guidance and expert support every step of the way.
Application
Begin with a simple intake session where we learn your goals, challenges, and career aspirations.
Goal Setting
Together, we define achievable short- and long-term career objectives tailored to your strengths and ambitions.
Strategic Planning
We develop a customized action plan that outlines key steps, timelines, and resources for success.
Ongoing Support
With regular check-ins and tracking, we adjust strategies as needed to keep you accountable.
What We Do
Expert Wealth Protection Services
Experience personalized guidance through our expert protection services designed to help you clarify your path, build financial confidence, and achieve long-term security. From insurance strategy to legacy growth, we use proven tools to support lasting success.
Life & Disability Strategy
Plan your next move with targeted Life and Disability Insurance strategies tailored to your career and family goals.
Accident & Critical Illness
Gain confidence and master preparedness with specialized plans for Accident and Critical Illness that help you stand out.
Medicare & Long-Term Care
Develop the resources to lead, influence, and grow in your retirement years with Medicare and Long-term care solutions.
Get tomorrow’s competitive edge today
Trusted by industry leaders and featured across major national networks.
Our Journey & Community
Take a look behind the scenes at Castillo Financial Group. From professional strategy sessions to community outreach, our gallery reflects our mission: protecting your future and building a lasting legacy.
Testimonials
I was genuinely worried about outliving my savings and didn't know how to navigate the complexities of Social Security. Castillo Financial Group provided a personalized maximization report that showed me exactly how to increase my monthly benefits. Now, I have a roadmap for guaranteed lifetime income that gives me total peace of mind."
After seeing what medical costs did to my parents, I wanted to protect my assets from market risk and long-term care expenses. They helped me find a strategy to grow my money without the fear of a market crash. Their expertise in Medicare and Long-Term Care insurance was exactly the professional guidance I needed.
Setting up the Generational Vault was the best thing we ever did for our children. Having all our vital documents, life insurance, and legacy plans organized in one secure digital location is invaluable. It’s a relief knowing our family’s future is organized and protected for the next generation
Join the Experior Team
Build Your Independent Agency with Unmatched Support
Stop struggling as a solo agent and join a collaborative community designed for your success. As an independent agent with our group, you gain access to a comprehensive suite of top-rated insurance carriers, exclusive lead strategies, and a proven system to build a business that can be passed down to future generations. Whether you are an existing agency looking to grow or a new agent starting your journey, we provide the foundation you need to thrive.
Note: The video below is interactive
Interactive Strategy: See Your Future in Action
Generic advice doesn't build a secure legacy. We invite you to take part in our interactive discovery experience. This custom-tailored video allows you to explore the protection strategies that matter most to you—from tax-free growth to lifetime income—helping you understand exactly how to secure your family's future at your own pace.
Enhance Your Financial Journey
Every person and situation is unique, and requires solutions that are customized and highly personal. My job as a Financial Services Professional means helping my clients take the mystery out of complex financial issues and help them understand the various alternatives they may have to meet their needs and achieve their respective financial goals.
I take that mission very seriously. But most importantly, I always build a client-consultant relationship based on utmost trust and highest integrity
— GLENN CASTILLO
Enhance Your Financial Journey
Every person and situation is unique, and requires solutions that are customized and highly personal. My job as a Financial Services Professional means helping my clients take the mystery out of complex financial issues and help them understand the various alternatives they may have to meet their needs and achieve their respective financial goals.
I take that mission very seriously. But most importantly, I always build a client-consultant relationship based on utmost trust and highest integrity
— GLENN CASTILLO
meet our experts
The Executive Directors Behind Our Network
Graime Enzo Gonzaga
Jelly and Yair Salazar
Gio de Belen
Dentor Dapon
Val Dojillo
Mae Tedoco-Williams
The Power of Trust, Knowledge, Results
© 2026 - Glenn Castillo - All Rights Reserved.