CastleRock Financial Advisors - Jennifer Nichols

07/13/2026

Halfway through 2026, midterm elections and geopolitical risk are in focus. Raymond James Washington Policy Analyst Ed Mills shares his perspective on how these developments could shape the market landscape in the months ahead.

raymondjames.com

07/02/2026

In observance of the Fourth of July, our office will be closed on Friday, July 4th. We will reopen and resume normal business hours on Monday, July 7.
If you need assistance before the holiday, please don't hesitate to reach out in advance - we're happy to help!
Wishing you and your family a safe and enjoyable Independence Day!

06/21/2026

Happy Father's Day to all the dads who lead with love, strength, and quiet wisdom. Thank you for the sacrifices you make and the lessons you pass down every day.

CastleRock is an independent financial advisory team offering a myriad of services, including retirement planning, estate planning, and wealth management.

CastleRock Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Important Disclosure Information: http://raymondjames.com/smicd.htm

06/18/2026

Our office and all markets will be closed on Friday, June 19 in observance of Juneteenth. We will reopen on Monday, June 22 at 8:30 a.m.

05/25/2026

Home of the free, because of the brave. On Memorial Day, we honor and remember those who paid the ultimate sacrifice. Our office is closed today and will reopen tomorrow.

05/19/2026

Last week Friday, our team took time to step away from the office for our very first team retreat—and it was such a refreshing experience! 🌿
We enjoyed a delicious lunch at Waters Edge Winery followed by a hands-on planting activity at The Succulent Shop. While we missed having our full team there, it was a great opportunity to connect in a different setting and build stronger relationships.
Moments like these remind us how important it is to get to know one another beyond our day-to-day roles. Investing in those connections makes us an even better team. 💚

05/11/2026

We recently held our annual Client Appreciation Event at ONEOK Field for the Tulsa Drillers vs. San Antonio Missions game. Thank you to our incredible clients and their families for spending the evening with us.
We're also grateful to our wholesalers for their generous support in making this event a success.