CONNECT

Address:

5800 E. Skelly Drive, Suite 901
Tulsa, OK 74135

1107 W. Main Street
Collinsville, OK 74021

Phone:

(918) 764-9262 Tulsa Office,Phone: (918) 371-6565 Collinsville Office

Fax/Other:

(918) 764-9388 Tulsa Office,Fax: (918) 371-6566 Collinsville Office

Our Services


Who we serve: Individuals, Trusts, Non-profits, Business owners


CastleRock Financial offers platinum level services for the evolving needs of your financial planning journey. When walking you through your options, we take the time to not only provide financial planning guidance, but to support all aspects of your well-being. We work closely with each part of your team, such as life planners, tax accountants, CPAs, attorneys and health givers, to fully develop the appropriate plan for you.
 

  Investment Planning
  • Bonds
  • Common Stocks
  • Mutual Funds
  • ETF's
  • Treasury Notes
  • Treasury Bills
  • Government Securities
  • Annuities
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • 529 Plans
  • And More...
    Financial Planning
  • Retirement Planning
  • 401k Plans
  • 403b Plans
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
      Insurance Planning
  • Disability Income
  • Life Insurance
  • Long Term Care
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck