About Us

Castle Rock Investment Company, formed in 2006, is an independent woman-owned registered investment adviser located in Castle Rock, Colorado. Specialties include advising workplace retirement plans, including 401(a), 401(k), 403(b), 457, profit sharing, employee stock ownership, and defined benefit plans. To further support businesses, the firm offers a Pooled Employer Plan (PEP), providing a scalable and customizable retirement solution with benefits such as outsourced administration, employer tax credits, and competitive investment options.

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