Astle Investment Management

At Astle Investment Management, we believe that achieving financial freedom is a journey, not a destination. Our team of experienced and independent financial advisors is dedicated to helping you realize your vision of financial freedom. With over 30 years of combined experience, our team has the expertise and knowledge to provide you with personalized guidance and tailored solutions to meet your unique financial goals.

Our Mission

Our mission is to build long-term relationships with our clients, providing them with objective guidance and expertise to help them achieve their financial goals. We achieve this through a comprehensive approach that integrates all aspects of your financial life, including investment management, retirement planning, and estate planning.

Our Services

At Astle Investment Management, we offer a range of services designed to help you achieve your financial goals. These services include:

• Retirement Consulting Services: Our team of experts will work with you to create a customized retirement plan that takes into account your unique financial situation, goals, and risk tolerance.
• Investment Management: We will work with you to create an investment strategy that aligns with your financial goals and risk tolerance, providing you with ongoing portfolio management and monitoring.
• Estate Planning: Our team will help you create a comprehensive estate plan that ensures the protection and distribution of your assets according to your wishes.
• RIA-Broker/Dealer Access: We offer access to a range of investment products and services through our affiliation with Commonwealth Financial Network.

Our Team

Our team of financial advisors is comprised of experienced professionals who have spent decades helping clients achieve their financial goals. Our team includes:

• Joanne D. Astle: A former financial commentator for CBS and FNN (predecessor to CNBC), Joanne has over 30 years of experience in the financial services industry.
• S. Michael Astle: With over 30 years of experience in the financial services industry, Mike has an extensive background in financial planning and portfolio management.
• Nicholas Astle: A CERTIFIED FINANCIAL PLANNER TM practitioner, Nick has a strong background in financial planning and investment management.

Commonwealth Research Team

Our research team is dedicated to providing our advisors and clients with innovative and cutting-edge research and analysis. Our research team is comprised of experienced professionals who have a deep understanding of the financial markets and economy. We use our research to help our advisors make informed investment decisions and to provide our clients with the most up-to-date market insights.

Commonwealth Strategic Retirement Solutions Team

Our team of experts is dedicated to helping you achieve your retirement goals. We believe that retirement planning is a critical component of any financial plan, and we are committed to providing our clients with the guidance and expertise they need to achieve their retirement goals.

Why Choose Us

At Astle Investment Management, we believe that our clients deserve the best possible service and guidance. That's why we commit to:

• Providing personalized guidance and expertise tailored to each client's unique financial situation and goals.
• Offering a comprehensive range of services designed to meet our clients' unique financial needs.
• Staying up-to-date with the latest developments in the financial markets and economy to provide our clients with the most informed investment decisions.

Conclusion

At Astle Investment Management, we are dedicated to helping our clients achieve their financial goals. With our comprehensive range of services, expert advice, and personalized guidance, we believe that we can help you realize your vision of financial freedom. Contact us today to learn more about how we can help you achieve your financial goals.