I have been telling my friends, relatives, and others, about Cassaday’s Estate Planning service. It just makes so much sense that the financial institutions who are managing our money know that our estate documents are in good order. The service was invaluable to me and an extra benefit is the fact that it was integrated with the rest of the Cassaday program. By BuffaloBuilt | July 18, 2023 Read More
When Angelica reached out to us for a program review with Chris, we didn’t think about touching base with you to make sure our estate plan was still on track. True to Cassaday & Company form, the Cassaday team is out ahead of us in every way. By Emma Guido | May 8, 2024 Read More
It’s correspondence like this from Jessica, Angelica, and Chris that continues to convince us that we made the right decision to invest with Cassaday & Company, Inc. By Emma Guido | May 8, 2024 Read More
I rest assured that my financial affairs are in good order, making things easier for my heirs. By BuffaloBuilt | July 18, 2023 Read More
We completed work on two estates. It’s been a long and sometimes bumpy road, and we wanted to thank you and the entire Cassaday team for your support throughout. In addition to lots of help from the addressees at various times, we know others were in the background helping us untangle these two overlapping estates. While we don’t want to leave anyone out, Joshua, Riley, and Sarah did a lot of the heavy lifting, so thanks to each of you. You have built a great team and we are fortunate to have all of you in our corner. By Emma Guido | May 8, 2024 Read More
Michael has always been responsive, friendly, and patient, and he has provided us with excellent guidance. Working with you both makes us feel more confident and comfortable that we are in very good hands at Cassaday. By Emma Guido | April 29, 2024 Read More
It feels like we have a kind of safety net now that these documents are complete and that is a massive relief for us. By Michelle Tigani | July 21, 2023 Read More
