MM Castro Financial Advisors

A Family-Owned Financial Planning & Tax Service in Brecksville, Ohio

MM Castro Financial Advisor is a family-owned and operated financial planning and tax service based in Brecksville, Ohio. Founded in 2002 by Michael Castro, the firm has guided individuals and families towards financial security for over two decades. Michael's son, Drew, joined the team in 2017, bringing fresh energy and expertise to the practice.

Our Mission

Our primary goal is to empower individuals and families to achieve their financial goals through personalized plans and strategies. We believe in open communication, collaboration, and a tailored approach to understand each client's unique needs and aspirations.

Our Services

We offer a comprehensive range of services to tackle various financial aspects of your life, including:

Tax Planning & Preparation

• Tax return compilation and filing
• Tax planning and optimization strategies
• State and federal tax compliance
• Specialized services for rental properties, K-1 investments, and other complex situations

Financial Planning

• Developing a comprehensive financial plan that aligns with your goals and values
• Budget and expense management
• Retirement planning and analysis
• Investment planning and analysis
• Estate and legacy planning

Additional Services

• Financial management and investment review
• Debt management and consolidation
• Insurance review and consultation
• Non-profit consulting

Our Approach

We believe in a collaborative and personalized approach to financial planning. We work alongside our clients to:

• Understand their financial goals and aspirations
• Identify potential challenges and opportunities
• Develop a customized plan to address specific needs
• Regularly review and adjust the plan as life circumstances evolve

Let's Talk

At MM Castro Financial, we offer a complimentary consultation to discuss your financial situation and explore how we can help. Contact us today and take the first step towards a secure and prosperous future.