I am so impressed with Cassaday’s onboarding department, things could not have been better and everyone has made this process much less difficult than I thought it would be. By Emma Guido | April 29, 2024 Read More
Cassaday has been first class in everything, and we are enjoying our relationship with you all. By BuffaloBuilt | July 18, 2023 Read More
We made two major decisions with Jen’s help: the decision to retire and to not relocate. Jennifer helped us assess what was most important to us. Using that tool, we made a few changes and have no regrets. She is a great asset and we are grateful for the opportunity to talk with her at this cusp of our lives. By Emma Guido | April 29, 2024 Read More
I am extremely pleased with Steven. As my advisor, he listens and responds with incredible insights that help me see options and goals more clearly. No money matter is too small to discuss with him–he always has probing questions that facilitate better decision making than I could ever do on my own. My chats with him have helped to allay undue concerns about what’s happening in the market. Most importantly, he is a great guy to work with. By BuffaloBuilt | July 18, 2023 Read More
Thank you for such a professional and comprehensive analysis. The time and energy you put into this is impressive. Thank you again for all of your expert advice! By Cassaday & Company, Inc. | September 11, 2023 Read More
It gives me great peace of mind to have such overwhelming presence behind me. By BuffaloBuilt | July 18, 2023 Read More
We really do appreciate all that Cassaday is doing for us. We may be considered “very satisfied” clients! By BuffaloBuilt | July 18, 2023 Read More
A successful financial company and one that is more than that. One that reaches out to clients in non-financial ways. By BuffaloBuilt | July 18, 2023 Read More
Cassaday managed my modest contributions from annual income and built a strong portfolio … After retirement, the core assets grew much to my modest expectations. I am now owner of a $5M portfolio. By BuffaloBuilt | July 18, 2023 Read More
We simply don’t worry about investments, asset allocations, available funds for whatever . . . Big YAY! By BuffaloBuilt | July 18, 2023 Read More
Carmen always provides exceptional analysis, which complements our research allowing for better-informed decision-making on our part. By BuffaloBuilt | July 18, 2023 Read More
