Castle Rock Investment Company - Castle Rock, Colorado

Address: 115 Wilcox St #220, Castle Rock, CO 80104.
Phone: 37257086.
Website: castlerockpep.com
Specialties: Investment company.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointment required.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Castle Rock Investment Company

☎️37257086

⏰ Open Hours of Castle Rock Investment Company

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Castle Rock Investment Company is a reputable investment firm located at 115 Wilcox St #220, Castle Rock, CO 80104. The company can be reached by phone at 37257086, and more information can be found on their website at castlerockpep.com. This investment company has made a name for itself in the industry as a women-owned business, offering a range of services and support tailored to their clients' needs.

Their specialties lie in providing investment solutions, making Castle Rock Investment Company a go-to choice for those seeking professional guidance in this area. They cater to various clients, from individuals looking to grow their wealth to corporations seeking investment opportunities. With their expertise and commitment to client satisfaction, Castle Rock Investment Company has become a trusted partner for many investors.

In addition to their core services, Castle Rock Investment Company offers several points of interest that set them apart from their competitors. These include online appointment scheduling, onsite services, language assistance, and accessibility features such as wheelchair access to both their entrance and parking lot. This attention to detail demonstrates their dedication to providing a comfortable and inclusive experience for all clients.

Testimonials from satisfied customers speak volumes about the quality of service provided by Castle Rock Investment Company. With a 5/5 average rating based on their 4 reviews on Google My Business, it is clear that this investment firm delivers exceptional results and exceptional customer service. Their commitment to building long-lasting relationships with their clients has earned them a loyal following and a well-deserved reputation in the industry.

For individuals or businesses seeking a reliable and experienced investment partner, Castle Rock Investment Company is an excellent choice. Their knowledgeable staff, comprehensive services, and dedication to client satisfaction make them stand out in the competitive world of investments. Whether you are looking to grow your personal wealth or explore new investment opportunities for your business, Castle Rock Investment Company has the expertise and resources to help you achieve your goals.

To learn more about their services and how they can assist you in reaching your investment objectives, visit their website at castlerockpep.com or contact them directly at 37257086. Don't miss the opportunity to partner with a top-rated investment firm that puts your needs first. Contact Castle Rock Investment Company today and take the first step towards a more secure financial future.

👍 Reviews of Castle Rock Investment Company

Castle Rock Investment Company - Castle Rock, Colorado

Bryan B.

5/5

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 Rock provided comprehensive fiduciary training, consistently conducted thorough investment reviews, and supported the selection of top-tier investment options. They also played a key role in educating our workforce, not only on investments within the 401(k) plan but also on essential retirement topics like Social Security and Medicare. This well-rounded approach helped ensure our employees were truly prepared for retirement.

Their communication was exceptional—always available, proactive, and transparent. Castle Rock’s dedication to their clients was unmatched, and their consistent support during those 16 years strengthened our plan governance and overall investment strategy.

I highly recommend Castle Rock Investment Company to any organization looking for a reliable, knowledgeable, and client-focused partner with ERISA expertise to manage their investment plans and prepare employees for retirement.

Jeff D.

5/5

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.
Castle Rock truly puts clients first. Their consultative approach ensures that each client receives personalized attention and strategic solutions.
Throughout my engagement, Castle Rock maintained clear and transparent communication. They explained complex financial concepts in a way that was easy to understand and easy to manage.
The results speak for themselves. Castle Rock manages substantial assets and has a strong track record of success.
Castle Rock Investment Company is a reliable partner for anyone seeking financial guidance. I highly recommend Castle Rock Investment Company's services to any company looking to partner with an independent investment adviser with ERISA expertise.

Rocky M. I. A.

5/5

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 notch professionals that know their craft. I highly recommend Castle Rock PEP's pooled employer plan services to small business owner’s (like myself) that are looking to provide a top-notch, “big-corp type” retirement solution for their employees.

Phil T.

5/5

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!