3 Best Gold IRA Investment Companies Near Me in Castle Rock, CO – Retirement Planning Services
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Jackson Wealth Management
ADDRESS: 115 Wilcox St Stuite 220, Castle Rock, CO 80104, United States
NUMBER: +1 303-808-5229
DESCRIPTION FROM BUSINESS: Jackson Wealth Management (“JWM”) is an independent, fiduciary financial planning firm based in Castle Rock, Colorado, dedicated to helping you strengthen and simplify your financial life…
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Personalized attention and service from Stefan has been a Godsend to me in managing my financial life. I highly recommend him as a knowledgeable and very supportive financial manager. – Candis Matejka
REVIEW #2 – Jackson Wealth Management is amazing to work with. Stefan is knowledgeable, helpful, and super patient. I definitely recommend him to anyone! – Christopher Dutton
REVIEW #3 – The experience with JWM has been top notch. Trust and competency are the two most important factors when selecting a wealth manager and Stefan clearly displays both. I am grateful for his expertise and continued partnership in helping me achieve my financial goals. – Nicolas Rich
REVIEW #4 – I can’t imagine a more thoughtful, patient, or trustworthy advisor than Stefan at Jackson Wealth Management. The frequency and accuracy of communication, portfolio performance, and attention to detail exceed all expectations. – Brian Connors
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McGregor Wealth Management
ADDRESS: 757 Maleta Ln #204, Castle Rock, CO 80108, United States
NUMBER: +1 303-681-0113
DESCRIPTION FROM BUSINESS: McGregor Wealth Management is the premier financial planner in Castle Rock, CO, and the surrounding area. We proudly offer Roth IRAs, Financial Advisors, Retirement Planning, Estate Planning, Wealth Management, and more in Castle Rock, CO! We are a distinguished independent financial advisory firm with over 25 years of expertise in retirement planning and wealth management…
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I have used Mark as our financial planner for several years and during that time have appreciated his expertise and trusted his guidance in our financial affairs. We highly recommend him and his tax manager, Dawn, who does our annual tax filing. – Sherra Arnett
REVIEW #2 – Mark has proven under pretty much every circumstance that he knows his industry inside now. He has a teaching heart which allows me to understand the more difficult things in the financial world. Since joining with him, our assets have increased tremendously. We rely on him quite often for making the right moves. – Steve Rawlings
REVIEW #3 – When most of our culture ghosts people or ignores people, Mark does not. He is reliable, keeps his word, responds and engages. He deeply cares about his customers and his business. – Amber Kostelny
REVIEW #4 – After the passing of my husband Mcgregor Wealth Management rearranged our investments to ensure future financial security. Highly recommend! – Elke Boyle
REVIEW #5 – Mark has been a very helpful resource to me in better understanding how Federal Employees retirement plans and Benefits work. – JoePat Roop
REVIEW #6 – I’ve worked closely with Mark this year and he’s super helpful, informative and responsive. Mark provides personalized financial advice, making complex concepts easy to understand. He has ensured my financial dreams get well planned out.
What sets Mark apart is his attention to detail and dedication to finding all the financial benefits you’re entitled to. If you want a knowledgeable, trustworthy advisor who truly cares about your success, I highly recommend McGregor Wealth Management. – Celena Cavala
Castle Rock Investment Company
ADDRESS: 115 Wilcox St Suite 220, Castle Rock, CO 80104, United States
NUMBER: +1 720-608-5894
DESCRIPTION FROM BUSINESS: Castle Rock Investment Company, a premier woman-owned and operated investment firm, offers specialized fiduciary services to workplace retirement plans. Their tailored solutions empower businesses with informed guidance on 401(a), 401(k), 403(b), profit sharing, employee stock ownership, and defined benefit plans…
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – 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. – Jeff Day
REVIEW #2 – 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. – Bryan Burton
REVIEW #3 – 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. – Rocky Mountain Insurance Advisors
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