Castle Rock Financial Planning Inc

Closed
2267 Waters Dr
Saint Paul, MN 55120

Castle Rock Financial Planning Inc, located in Mendota Heights, MN, is a trusted fee-only planning firm dedicated to transparent and holistic financial guidance. Founded by Lauri Salverda, a seasoned CFP and CFA, the firm focuses on individual client goals to create customized financial plans that promote confidence and empowerment.

The firm's diverse services encompass financial planning, investment management, retirement planning, and estate planning, all delivered with a collaborative approach. Castle Rock aims to serve as a strategic partner to clients, helping them design and build their ideal financial futures.

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United StatesMinnesotaSaint PaulCastle Rock Financial Planning Inc

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