Castle Rock Financial Planning
2267 Waters Drive, Mendota Heights, MN 55120
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
2267 Waters Dr, Mendota Heights, MN 55120, United States
About the Business
Castle Rock Financial Planning, located at 2267 Waters Drive in Mendota Heights, Minnesota, is a finance institution founded on the principles of transparent and holistic financial planning. Led by Lauri Salverda, a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), Castle Rock offers a unique approach to financial planning and investment management.
As a collaborative and strategic partner, Castle Rock works with clients to design and build their ideal financial future. Services offered include short-term planning for long-term progress, investment allocation and monitoring, and goal setting for retirement and beyond.
Castle Rock Financial Planning has been recognized as one of the Best Financial Advisors in St. Paul by review specialist Expertise for three consecutive years. With a focus on empowering clients through personalized financial plans, Castle Rock is dedicated to helping individuals achieve their financial goals with confidence and peace of mind.
Reviews
"Ok"
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