Castle Rock Financial Planning Employee Directory

Financial ServicesMinnesota, United States0-1 Employees

Castle Rock Financial Planning is a collaborative, strategic partner who will help you design and build your ideal financial future. We provide comprehensive financial services to our clients, including estate planning, retirement planning, financial planning, and investment management services.

Find Castle Rock Financial Planning employees' phone numbers or email addresses

Castle Rock Financial Planning Global Highlights

North America
4

United States Of America
4

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Castle Rock Financial Planning's Leadership

J. S.
Office Manager
Mobile Phone
Email
J. S.
Office Manager
Mobile Phone
Email
L. S.
Founding Principal
Mobile Phone
Email

Castle Rock Financial Planning Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Castle Rock Financial Planning

Name

Title

Contact Info

Location

Last Update

J. S.
Office Manager
Mobile Phone
Email
United StatesMinnesota
Oct 18, 2025
J. S.
Office Manager
Mobile Phone
Email
United StatesMinnesota
Jul 27, 2024
L. S.
Founding Principal
Mobile Phone
Email
United StatesMinnesota
Oct 17, 2025

Frequently Asked Questions

What is Castle Rock Financial Planning known for?

Castle Rock Financial Planning operates in the Financial Services industry. The company's main headquarters is located in 2267 Waters Drive Mendota Heights, Minnesota 55120 United States; you can contact the main corporate office by phone at

+1-651-294-****

. Explore Castle Rock Financial Planning's company overview page for more information.

What is Castle Rock Financial Planning's most common email format?

Castle Rock Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Castle Rock Financial Planning email formats with LeadIQ.

How many employees does Castle Rock Financial Planning have currently?

Castle Rock Financial Planning has approximately 1 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Castle Rock Financial Planning's key employees and leadership?

As of February 2026, Castle Rock Financial Planning's key employees include:

Office Manager: J. S.
Office Manager: J. S.
Founding Principal: L. S.

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