Skip to content
Cassaday_NavLogo
  • Team
    • Our Team
    • Our Commitment to You
  • Services
    • Investment Management
    • Retirement & Financial Planning
    • Tax Management
    • Advanced Strategies
    • Estate Planning
    • Life Transition Services
  • Differentiators
    • Independence
    • Collaboration
    • Continuity
    • Giving Back
  • News & Insights
    • Articles & Updates
    • Awards & Recognition
    • In the News
    • Photo Gallery
    • Webinars
  • Resources
    • FAQs
    • Important Disclosures
  • Testimonials
  • Contact
  • Login

Susan B. Video Testimonial

By BuffaloBuilt | October 3, 2024
Read More

I spoke with your retirement coach, Jennifer, who is a wonderful resource. Thank you for providing this service. She is delightful and very helpful, always offering great perspective.

By Emma Guido | April 29, 2024
Read More

Lindsay C. Video Testimonial

By BuffaloBuilt | October 3, 2024
Read More

You’ve pointed out simple and fundamental things that I could not see. You are an excellent teacher and guide, thank you.

By Emma Guido | April 29, 2024
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

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

When we first started conversations about what might be next for me, I felt at a loss. It was so difficult to imagine a different way of being in the world. You have gently and firmly helped me to see myself in a new way and in new spaces.

By Emma Guido | April 29, 2024
Read More

Working with Jennifer has been extremely helpful! I frankly don’t know why I keep working, but I just like being in the game! I am very excited about this new opportunity, but will also have time to do all the things she and I have worked on. What a great resource.

By Emma Guido | April 29, 2024
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

Recent Posts

  • FAQs on Cassaday & Co.’s Webinars
  • Upcoming Webinar: The Power of Purpose
  • Webinar: How to Prepare For Your “Next” in Retirement ​
  • ‘What Retirees Need Is Cash Flow, Not Income’
  • WEBINAR: Long-Term Care: What Is My Financial Risk & How Can I Best Prepare?

Recent Comments

    Home » Life Transitions
    Cassaday_white_footer_logo

    CASSADAY & COMPANY, INC.
    8180 GREENSBORO DR.
    SUITE 1180
    MCLEAN, VA 22102

    INFO@CASSADAY.COM
    1-800-672-2102
    1-703-506-8200
    1-703-506-8208 (FAX)

    CLIENT LOGIN
    DISCLOSURES
    CHARITABLE FUND

    © 2025 COPYRIGHT Cassaday & Company, Inc.

    *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 3/31/2025.

    Cassaday & Co. Form CRS • Osaic Form CRS • CCPA Privacy Notice

    userway