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Stanton & Castleton, Inc. - Lake Forest, CA - Comprehensive Financial Strategies for Individuals & Businesses  
 
Stanton & Castleton, Inc. - Lake Forest, CA - Comprehensive Financial Strategies 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 Strategies for Individuals & Businesses

While our business is about managing money, our careers are about people – the people who trust us to help them plan for an independent financial future. Personal relationships are important to advisors, whether you’re a new client or have looked to us for investment advice for many years.

That’s one reason we chose to affiliate with Raymond James Financial Services. With no incentives for proprietary products and a corporate culture focused on financial planning, you can be assured that our partnership with you is only stronger because of Raymond James.

In addition, we believe that a properly allocated portfolio and overall financial plan depend on input from multiple sources. As such, we are willing and able to work with your other professional advisors, such as attorneys and accountants, to ensure your investments support every facet of your life – from running a business to controlling your tax obligation to managing your estate.
1 Orchard Ste 130
Lake Forest, CA 92630-8314
949-975-0955
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, marketed as Stanton & Castleton, Inc. | Raymond James Legal Disclosures (including Form CRS). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stanton & Castleton, Inc. is separately owned and operated and not independently registered as a broker-dealer or investment adviser. Privacy, Security & Account Protection.
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