Financial advisor fees in Castle Rock, Colorado

Castle Rock Investment Company, located at 115 Wilcox Street in Castle Rock, Colorado, is a finance institution dedicated to empowering clients on their path to financial success. With a personalized and consultative approach, we offer guidance and expertise to help you navigate the complexities of wealth management. Our team will work with you to create a strategic plan, utilizing our innovative thinking and industry knowledge to help you achieve your financial goals. Trust, transparency, honesty, and creative solutions are at the core of our values. As an SEC-registered, woman-owned advisory firm established in 2006, you can have peace of mind knowing that your finances are in good hands. When you choose Castle Rock Investment Company, you can expect to always come first, with no hidden fees or commissions. Let us be your partners in achieving lasting prosperity and financial peace of mind.

Three Peaks Capital Management, LLC is a reputable finance institution located at 3750 Dacoro Lane in Castle Rock, Colorado, United States. Specializing in investment management and financial advisory services, Three Peaks Capital Management, LLC is dedicated to helping clients achieve their financial goals through strategic planning and expert guidance. With a team of experienced professionals and a commitment to personalized service, this institution is known for its integrity, transparency, and track record of success in the financial industry. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Three Peaks Capital Management, LLC is here to provide the support and expertise you need.

Karl Streufert - Thrivent is a finance institution located at 9137 East Mineral Circle, Centennial, Colorado, United States. They are licensed in multiple states including CO, FL, IA, MD, MN, PA, UT, and VT. The institution focuses on building life-long relationships with clients to protect their families and invest in their future. They offer advice on saving money, minimizing taxes, and creating strategies that make sense for each individual's situation. Serving the Metro Area, including cities like Aurora, Castle Rock, Denver, and more, they provide financial planning services through their Financial Planning Framework. Thrivent does not provide legal, accounting, or tax advice, but can refer clients to professionals in those fields. Insurance products are issued by Thrivent, and securities and investment advisory services are offered through Thrivent Investment Management Inc. They are a registered investment adviser and a subsidiary of Thrivent Financial for Lutherans. Clients can further engage with Thrivent through Dedicated Planning Services for a fee, which results in written recommendations. Financial advisors at Thrivent are credentialed to provide investment advisory services and can be verified through FINRA's Broker Check. For more information on professional designations and requirements, visit their website.