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Castle Rock Investment Co
- Financial Services
- Castle Rock, CO
About this business
Location details
333 Perry St, #208, Castle Rock, CO, 80104, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
From 2007 to 2021, I worked with Castle Rock Investment Company as our independent investment advisor for our company's 401(k) plan. Their expertise was invaluable every step of the way. They thoroughly evaluated our existing plan, guided us through the RFP process to find a new recordkeeper, and helped establish an administrative committee. Their deep knowledge of ERISA regulations and support for fiduciary governance were crucial, ensuring that our plan was managed with the highest level of compliance and integrity. Castle... read more
I’ve had the pleasure of working with Castle Rock Investment Company for the past 8 years, and I couldn’t be happier with their expertise and personalized guidance. The team at Castle Rock is highly professional and knowledgeable. They take the time to understand individual financial goals and tailor their advice accordingly. Castle Rock provides exceptional customer service, a wide array of investment choices, and well-educated financial guidance. Whether it’s for small or large business needs, Castle Rock covers it all. Ca... read more
I worked with Castle Rock Investment Company on the 401(k) plan since starting with the firm in 2016 and had a fantastic experience. Their ERISA expertise supported management with fiduciary governance and decisions about plan design. Our employees' financial health is strong due to the quality investment choices and low costs they put in place. They were responsive, professional, and reliable through the years and I highly recommend Castle Rock Investment Company to any employer looking for retirement solution.
My company (Rocky Mountain Insurance Advisors) has been utilizing the pooled employer retirement plan services of Castle Rock PEP for 6 months now… the experience has been outstanding to date. They have been diligent with regards to helping both launch and administrate the plan for my staff and myself. The plan investment options are numerous, their financial guidance on-the-spot, and the many tax benefits to my family owned and operated business are all needed and welcomed. Michele and Ryan… the plan directors are both top ... read more
Castle Rock helped us select a Pooled Employer Plan as the best course of action for our small organization, and helped us get it up and running quickly. I highly recommend them!
Frequently asked questions about Castle Rock Investment Co
How is Castle Rock Investment Co rated?
Castle Rock Investment Co has a 5 star rating with 5 reviews.
When is Castle Rock Investment Co open?
Castle Rock Investment Co is closed now. It will open on Monday at 9:00 a.m.
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