Skip to primary navigation
Skip to main content
Skip to footer

Castle Rock Investment Company

Independent Guide, Trusted Partner.

Home
About Us
Services
- Individual Financial Planning
- Qualified Plan Services
Education
- Employee Education
- Fiduciary Training
Blog
Contact Us

Our Team

Michele L. Suriano
President
303-725-7086
msuriano@castlerockinvesting.com

Ashley B. Coombe
Marketing Director
720-468-3507
ashley@castlerockinvesting.com

Footer

About Us

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.

Sign up to hear about events:

From the Blog

State Farm and Edward Jones React to the Fiduciary Rule

By Mack Bekeza With April 10th, 2017 quickly approaching, a large number of investment firms and insurance agencies are scrambling to comply with the DOL fiduciary regulation. However, some firms believe they have found a solution to the upcoming rule. Knowing that their representatives cannot put their clients’ interest first, State Farm and Edward Jones […]

Twitter
LinkedIn
Facebook
YouTube

© Copyright 2006-2017 · Castle Rock Investment Company · All Rights Reserved