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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
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Our experience with Jessica was so entirely different than with another Estate Planning attorney. I couldn’t seem to comprehend anything the other lawyers told me, but somehow your team was able to put everything into plain English that I could understand and follow. I cannot thank you enough for all of your help.

By Emma Guido | April 30, 2025
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I am so thankful to have you watching over my family’s financial well-being, especially during unpredictable times. Joining Cassaday was one of the wisest decisions I have ever made.

By Emma Guido | April 30, 2025
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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
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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
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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
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I’m so happy for my family that we made such an incredible choice by choosing Cassaday!

By Emma Guido | April 30, 2025
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I want to thank you for your unwavering guidance and support ever since I became a client of Cassaday & Company in 2018. I met you at the most devastating time in my life – then sudden and unexpected passing of my beloved husband. Having to embark on this financial journey on my own was stressful and intimidating. From day one, you’ve not only provided me with sound financial advice, but did so with sensitivity, patience, and compassion.

By Emma Guido | April 30, 2025
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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
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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
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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
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I have confidence in Cassaday’s strategy for the long term.

By BuffaloBuilt | July 18, 2023
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Recent Posts

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    *Years won: 2023-2016, 2014. Additional criteria for the ranking can be found here. Cassaday & Company did not compensate Barron’s for this ranking.

    Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday & Company, Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. Representatives may not be registered to provide securities and advisory services in all states. Cassaday & Company, Inc., and Osaic Wealth, Inc., do not offer tax or legal services. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. To learn more about the criteria for each of these awards, click here. *Assets Under Management as of 6/30/2025.

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