Your focus, client rapport, and conspicuous effectiveness as a wealth advisor has kept you #1 on our list since the beginning of our long relationship. Keep up the wonderful service you provide us and all your clients. By Emma Guido | April 29, 2024 Read More
A year ago, I was beset with worries about my finances: Would I have enough money to retire comfortably? Were my investments doing as well as they could? What were the decisions I needed to make before entering into retirement? Now, I am no longer consumed by these worries because of the strategy, advice, and all-around help that Cassaday & Company has provided me since becoming a client. By BuffaloBuilt | July 18, 2023 Read More
The senior leadership has a great ability to hire not only very intelligent, but also very emotionally intelligent, employees. By Emma Guido | April 29, 2024 Read More
From initial meetings, through months of questions and cross examination, hand-wringing, and through asset transition to Cassaday & Co., your whole team made this effort much easier than we expected. And the end results including estate organization, investment choices, bicycle choices, et al looks like a home-run. You’ve taken a huge load off of our shoulders. By BuffaloBuilt | July 18, 2023 Read More
We, as well as the rest of our family, are very fortunate to be in such great hands! By Emma Guido | July 23, 2024 Read More
Always a pleasure working with JM Law and Michael Dietz! He makes the process of estate planning understandable and takes the time to go through each document. He has worked on both my father’s estate plan, as well as mine, and we could not be happier. He even took the time to come to my father’s assisted living residence and do the document signing their. 5-stars for Michael and JM Law! I highly recommend their services. By Emma Guido | December 10, 2025 Read More
Your responses to my questions are the reason we like Cassaday so much! I really appreciate you taking the time to answer our questions and get to the heart of my concerns. By Emma Guido | April 29, 2024 Read More
I appreciate the comprehensive, objective, and persuasive response! You continue to make me glad you are on our team. By Emma Guido | July 23, 2024 Read More
I am so grateful for Carmen. She cares about people, is wicked smart, tenacious, compassionate, and an advocate for people. The world needs more people like her. By Emma Guido | September 24, 2025 Read More
I think having a life coach onboard is pure genius. I rave to everyone about how Cassaday is so “full service” — and coaching about the non-financial parts of retirement is so important and generally so lacking. Thank you for being so thoughtful! By Emma Guido | September 17, 2024 Read More
I can’t thank you enough for all your help, support and kindness during this long process. You are a wonderful person. By Emma Guido | April 29, 2024 Read More
