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Simplify retirement with Castle Rock's pooled employer plan designed for small and mid-sized businesses. Join us at upcoming events to learn more.
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#955A22
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149, 90, 34
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Castle Rock Investment Company, established in 2006, is a distinguished independent, woman-owned SEC-registered investment adviser located in Castle Rock, Colorado. With a commitment to transparency, honesty, and trust, the firm specializes in advising various workplace retirement plans, including 401(a), 401(k), 403(b), 457 plans, profit sharing, employee stock ownership, and defined benefit plans. Additionally, they offer comprehensive individual financial planning services.
Founded by Michele Suriano, who brought extensive experience from her roles as a retirement plan adviser and retail investment adviser, Castle Rock Investment Company has established a reputation for prioritizing client needs without hidden fees or commissions. The company is also deeply involved in the community, with Michele actively participating in nonprofit work aimed at protecting the rights of individuals with disabilities.
Dedicated to education, they host free consultations and deliver insightful presentations at industry conferences. Clients benefit from a holistic approach to financial planning and retirement readiness, ensuring their financial future is secure and well-planned.
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Finance
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