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Thank you so much for a wonderful onboarding session — we feel better already! Your succinct walk through of the plan for our investments was easy to understand and you answered all of our questions.

By Emma Guido | April 29, 2024
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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
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I am so impressed with Cassaday, things could not have been better and everyone has made this process much less difficult than I thought it would be.

By Cassaday & Company, Inc. | November 6, 2023
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It’s comforting to be in capable hands, such as yours. Thank you!

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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