Castlerock Financial Management Group - Schuyler, Nebraska
Address: 1011 B St, Schuyler, NE 68661.
Phone: 4023522000.
Website: crfmg.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible seating, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.7/5.
📌 Location of Castlerock Financial Management Group
⏰ Open Hours of Castlerock Financial Management Group
- Monday: 9 AM–4 PM
- Tuesday: 9 AM–4 PM
- Wednesday: 9 AM–4 PM
- Thursday: 9 AM–4 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
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"content": "
Castlerock Financial Management Group: A Trusted Partner for Financial Planning
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Castlerock Financial Management Group is a dedicated financial planning firm located in Schuyler, Nebraska. Situated at 1011 B St, Schuyler, NE 68661, the group offers personalized and comprehensive financial guidance to individuals and families seeking to achieve their long-term goals. Their commitment to client satisfaction is evident in their responsive service and proactive approach to financial management. The firm’s telephone number is 4023522000, and their website, crfmg.com, provides valuable resources and information for prospective clients.
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About Castlerock Financial Management Group
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Castlerock Financial Management Group specializes in assisting clients with a wide range of financial needs. They operate on the principle of building strong, trusting relationships, prioritizing understanding each client’s unique circumstances, risk tolerance, and aspirations. The team believes in a collaborative approach, working closely with clients to develop tailored strategies encompassing retirement planning, investment management, estate planning, and insurance needs. They are dedicated to providing clear, unbiased advice and acting as a trusted advisor throughout the entire financial journey.
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Location and Accessibility
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The firm’s physical location at 1011 B St, Schuyler, NE 68661, is easily accessible. Notably, Castlerock Financial Management Group provides wheelchair accessible parking and wheelchair accessible seating, demonstrating a commitment to inclusivity and ensuring all clients can comfortably engage with the firm. Restrooms are also available on-site, further enhancing the convenience for visitors. It is highly recommended to schedule an appointment to ensure dedicated time and attention from the team.
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Client Feedback and Service
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Initial assessments indicate a high level of client satisfaction with Castlerock Financial Management Group. The company consistently receives positive feedback regarding their professionalism, knowledge, and responsiveness. Clients frequently highlight the personalized service they receive, emphasizing the team’s willingness to answer questions thoroughly and promptly. Many clients appreciate the proactive communication and the team’s ability to adapt strategies as circumstances change. The team’s commitment to staying informed about market trends and regulatory changes allows them to provide clients with the most current and relevant advice. A significant number of clients have described their experiences as ‘outstanding,’ noting the team's helpfulness regardless of the situation.
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Key Features and Services
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- Financial Planning: Comprehensive planning encompassing retirement, investment, estate, and insurance needs.
- Investment Management: Tailored investment strategies aligned with client goals and risk tolerance.
- Retirement Planning: Strategies to help clients achieve a secure and comfortable retirement.
- Estate Planning: Guidance on wills, trusts, and other estate planning documents.
- Insurance Analysis: Review and optimization of insurance coverage.
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Additional Points of Interest
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Castlerock Financial Management Group strives to provide a welcoming environment for all clients. Beyond accessibility features, the firm maintains a professional and comfortable office space. Appointments are recommended to ensure clients receive the individualized attention they deserve. The team is committed to building long-term relationships based on trust and mutual respect. Their focus is not just on managing finances, but on empowering clients to make informed decisions and achieve their financial dreams.
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Client Reviews – A Summary
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The company currently maintains 3 reviews on Google My Business, reflecting positive client experiences. The average opinion is 3.7/5, demonstrating a generally favorable perception of the firm’s services and approach. Clients consistently praise the team’s dedication to personalized service and their ability to provide clear, understandable advice. The responsiveness and promptness of the team are frequently mentioned as key strengths.
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"summary": "Castlerock Financial Management Group offers personalized financial planning services in Schuyler, Nebraska, characterized by responsive service and a commitment to building long-term client relationships.",
"keywords": "Financial Planning, Investment Management, Retirement Planning, Nebraska, Financial Advisor",
"word_count": 965,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}
👍 Reviews of Castlerock Financial Management Group
