Click the link below to read our musings on the economy for fodder at your next water cooler conversation.
For more information, please contact Michele Suriano at 303-725-7086.
Castle Rock Investment Company
Independent Guide, Trusted Partner.
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Click the link below to read our musings on the economy for fodder at your next water cooler conversation.
For more information, please contact Michele Suriano at 303-725-7086.
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.
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 […]