I did not need Forbes or Barron’s to tell me that Cassaday is the best. I experience that excellence during my every interaction with your team. By BuffaloBuilt | July 18, 2023 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
It is a privilege and a joy to work with you. I am so very grateful for all that you do for my family’s financial health and well-being. By BuffaloBuilt | July 18, 2023 Read More
The single best decision I have ever made was deciding to put my full faith and trust in Cassaday & Company. By BuffaloBuilt | July 18, 2023 Read More
I wanted to let you know how helpful Jennifer Landis-Santos has been. I have been speaking with her over the past few months regarding a possible job change. I had never spoken with a coach before, so I was not sure what to expect. She has helped me clarify my confusing thoughts about what I am looking for and trying to avoid in a job! Thank you for offering this resource. By Emma Guido | April 29, 2024 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
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 know I sound like a broken record, but I can’t adequately express my appreciation for what all of you have done for me and my family! It’s sadly unusual in our distracted and uncaring society to find people as reliable and communicative as you are. By BuffaloBuilt | July 18, 2023 Read More
We’ve enjoyed you being our advisor for so many years now are are appreciative that Steve chose to connect us to you. By Emma Guido | April 29, 2024 Read More
It is hard to believe that we went with you 30 years ago. I am so thankful for our decision to go with you those many years ago. By Emma Guido | April 29, 2024 Read More
Drew and his team helped me focus and care for those most important in my life — my family! By Emma Guido | July 23, 2024 Read More