REAL CLIENT STORIES. REAL IMPACT.
"First off, thank you for such a professional and comprehensive analysis. The time and energy you put into this is impressive. We will go with your recommendation… If anything changes, we will reach out. Thank you again for all of your expert advice!"
"Working with Jennifer has been extremely helpful! I frankly don’t know why I keep working..but I just like being in the game! This new gig is 100% remote and not full-time 9-5. I am actually very excited about it but will also have time to do all the things she and I have worked on. What a great resource!! Thank you!"
"I appreciate how clearly Steve’s Market Comments Report explains the underlying elements of the firm’s investment strategy."
"Finding Cassaday was pure luck but it is one of the best decisions of my life."
"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."
"You answered questions I didn’t know I even had."
"It’s comforting to be in capable hands, such as yours. Thank You!"
"The single best decision I have ever made was deciding to put my full faith and trust in Cassaday & Company."
"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."
"It gives me great peace of mind to have such overwhelming presence behind me."
"We really do appreciate all that Cassaday is doing for us. We may be considered “very satisfied” clients!"
"I look forward to my future in the hands of so many caring and conscious people."
"Cassaday has been first class in everything, and we are enjoying our relationship with you all."
"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."
"From initial meetings, through months of questions and cross examination, hand-wringing, and through asset transition to Cassaday & Co., your whole team made this effort much easier than we expected. And the end results including estate organization, investment choices, bicycle choices, et al looks like a home-run. You’ve taken a huge load off of our shoulders."
The preceding testimonials are provided by current clients. Cassaday does not seek out client testimonials, and all testimonials referenced are unsolicited. 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.