Castle Rock Investment Company Client Named a Finalist for 2012 PLANSPONSOR of the Year
March 11, 2013
Castle Rock Investment Company is a proud sponsor of the 8th Annual Turkey Rock Trot 5K to Benefit the Douglas/Elbert Task Force. For more information, or to register, go to www.rocktrot.com.
November 18, 2012
Castle Rock Investment Company Offers Fee Disclosure Review Service
October 8, 2012
Castle Rock Investment Company to Host Complimentary Workshops for Plan Sponsors
June 1, 2012
Castle Rock Investment Company to Host 408(B)(2) Workshop for Responsible Plan Fiduciaries
April 27, 2012
Michele Suriano of CRIC featured in PLANSPONSOR:
Running the Fund: Changing Plans
March 2012
Castle Rock Investment Company Welcomes Kristen Sanchez
March 16, 2012
Castle Rock Investment Company to Host Plan Sponsor Seminar
February 23, 2012
Castle Rock Investment Company Welcomes Molly Vogt Noyes
January 18, 2012
Castle Rock Investment Company: First RIA to Implement Retirement Readiness Plan Optimizer
November 29, 2011
Michele Suriano of CRIC featured in PLANADVISER’s September/October 2011 edition:
Getting Wired: Seven keys for advisers to use social media effectively
Castle Rock Investment Company, formed in 2006, is an independent woman-owned SEC-registered investment adviser located in Castle Rock, Colorado. We specialize in individual financial plans and qualified service plans.