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Castle Rock Investment Company

Independent Guide, Trusted Partner.

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Castle Rock Investment Company is pleased to offer financial services employers, individuals and families. Please click on the links below to learn more.

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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.

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From the Blog

Family Love Letter Event

Did you know you can gift your Itunes, American Express points, and airline miles to a designated recipient in the event of your death (but only if it’s included in the will!)? Or that if a family member dies you can get refunds on their unused subscription accounts? These are just a couple of the […]

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