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
We are so grateful to have chosen Cassaday all those years ago. I can’t imagine navigating these changes without the counsel and support of you and the Cassaday team. Thank you for being so generous with your time and partnering with us to figure out what the way forward looks like. By Emma Guido | September 24, 2025 Read More
As we left your offices, we both had the same reaction: how grateful we are to everyone on the Cassaday team for all their expert advice. Our interactions with everyone at Cassaday & Company have always been positive and professional. At this point in our lives, we value Cassaday & Company’s advice more than you know. We only wish we had come on board with you years earlier! By Emma Guido | September 17, 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
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
I have confidence in Cassaday’s strategy for the long term. By BuffaloBuilt | July 18, 2023 Read More
Jen Landis-Santos is awesome, and time with her is time so well-spent. I immediately put some of her tools and resources to work. Importantly, I have a much clearer picture of what I need to do (and what is a total waste of time) to get my work life back in order. I plan to continue to work with her periodically. It is so awesome that you provide this service. I wish I had considered Cassaday as a resource for this earlier. By Emma Guido | September 24, 2025 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
I really enjoy working with Irene Butler. She is such a wiz, her brilliant mind amazes me. By Emma Guido | April 29, 2024 Read More
