REAL CLIENT STORIES. REAL IMPACT.
CLIENT TESTIMONIALS
Testimonials are provided by current clients. All written testimonials referenced are unsolicited. All video testimonials referenced are solicited. No compensation was provided for these testimonials and no material conflicts of interest are present as a result. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
"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."
"Finding Cassaday was pure luck but it is one of the best decisions of my life."
"You are always ready to listen, provide advice based on our circumstances, and never preach or force your opinions on us. You are a perfect investment counselor."
"I am impressed by you and consider myself fortunate to have you in my corner for all my financial needs."
"You have a great company with great and helpful people, where rubber hits the road!"
"I can always count on Cassaday to have the answers."
"With all of you at Cassaday, I feel secure. I trust your advice and attention to detail. I trust that you care about me and my goals. I trust that you will advise me to do what is best. I trust you enough to send the people I love most to you for advice."
"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."
"You answered questions I didn’t know I even had."
"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."
"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."
"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!"
"You and your team have certainly delivered for a couple of “small potatoes” investors who are now enjoying a well funded retirement because of your expertise and management."
