With nearly 500 in attendance, last month’s Sixth Annual PLANSPONSOR National Conference was a resounding success. Michele Suriano of Castle Rock Investment Company took part in “PSNC 2011: Small Plans, Big Challenges.”
Listen to the Audio Portion of “PSNC 2011: Small Plans, Big Challenges”
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.