News & Sports -> News

New financial firm opens in Waterbury

Waterbury Record - 11:14 am Fri Jul 5th, 2013

Jim Adams of Blush Hill Road recently opened the Castle Rock Group at 26 North Main St. in Waterbury village.

According to Adams, the Castle Rock Group brings a unique, new model to financial advising.

Its "fee-only" model is a trend he feels brings a level of transparency to the industry that has been lacking and knowledgeable clients are looking for. Fee-only financial planning involves taking a holistic view of a client's financial life and creating a game plan toward their ultimate goal.

Read the whole story in the Waterbury Record:

Relevant Address(es):
Waitsfield, VT 05673 (Set as Local)
Waterbury, VT 05676 (Set as Local)

Add your
Add more information or share what you think about this article.

Have the website send an email notification whenever anybody else comments on this story.

Visit Bob's Painting & Roofing today!

Want to see your ad here?

© 2019

Page generated in: 0.054 seconds
Query Count: 43 Query Time: 0.010