Our Qualifications

Matthew Castaldi has been a Registered Representative since 1994, currently holding series 6, 63, 7, 24 Licenses along with Ct Residence, NY, SC and FL Non-Residence Life & Health Insurance Licenses.  Matthew earned his Bachelors of Science Degree in Marketing from Bentley University and a Masters of Business Degree in Finance from The University of Connecticut. Castaldi Financial & Insurance INC is an independent financial service firm.