Independent Life & Health Insurance Broker
Matthew Castaldi provides unbiased advice based on your personal Medicare plan needs
Matthew Castaldi provides unbiased advice based on your personal Medicare plan needs
With so many Medicare insurance plans available I can help you determine which insurance programs best fit your needs.
Medicare Advantage
Medicare Supplement
Medicare Part D
Indemnity plans
Dental & Vision Plans
As an independent insurance broker, I have the ability to give objective, unbiased advice based on your personal Medicare Plan needs. With access to a wide variety of companies we have to ability to offer consumers competitively priced Medicare plans.
You can expect to receive independent advice and personal attention. I believe you will benefit from my over 10 years of experience in this unique and ever-changing market. Best of all as your agent I can guide you through annual enrollment in these plans each year and you do not have to pay me for my services. I get compensated directly from the insurance companies I represent with same plan and pricing as if you went direct but with the guidance and support of an independent agent.
We do not offer every plan available in your area. Currently we represent 7 organizations which offer 49 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
Matthew Castaldi and Castaldi Financial & Insurance INC are not Medicare or representing Medicare or the Federal Government.
I’m an independent Insurance broker, insurance licensed since 1994 with over a decade of experience in the Medicare Plan Insurance Market. I earned my Bachelors of Science Degree in Marketing from Bentley University and a Masters of Business Degree in Finance from The University of Connecticut. I currently hold a CT residence insurance license as well as non-resident insurance licenses in FL, ME, NC, NY, and SC. My office is located in Wilton, CT just south of Wilton High School on route 7. I have been a Fairfield County resident since 1994 and am an active member of the Wilton community serving on the Board of The Rotary Club of Wilton. Our Motto, “Service above Self” is a guiding mantra for me in both my professional and personal life. I believe that unbiased and honest advice coupled with ethical business practices and personal integrity is the only way to build a solid practice. I promise to put the needs and concerns of each and every client before any other consideration.
I am also a Wealth Manager with Securities and investment advisor services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced are independent of Osaic Wealth, Inc. Please click here for information on the wealth management services I provide for my clients.
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Get Medicare QuotesCastaldi Financial & Insurance Services, INC
Office Address:
387 Danbury Rd Suite 3
Wilton, CT 06897
Phone:
203-210-7800
Fax:
800-815-9589
Please send me an email using the form below.