Castle Rock Investment Company is an independent woman-owned registered investment adviser formed in 2006 and located in Castle Rock, Colorado. We are an SEC-registered boutique firm that specializes in advising workplace retirement plans and are experts on 401(a), 401(k), 403(b), 457, profit sharing, employee stock ownership, and defined benefit plans.
Our mission is to bring retirement security with simplicity and ease and assist you in fulfilling your fiduciary responsibilities. Let our knowledgeable staff develop a long-term strategy to increase the financial security of your employees and maximize the gain on your investment in them.
We currently serve clients headquartered in Colorado, Idaho, Nebraska, and Texas including retail, governmental, manufacturing, legal, financial services, and warehouse logistics firms.
If you would like more information on how Castle Rock can serve as your retirement plan adviser and consultant, please send inquiries to Michele Suriano at MSuriano@CastleRockInvesting.com.