REAL CLIENT STORIES. REAL IMPACT.
CLIENT TESTIMONIALS
"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."
"The senior leadership has a great ability to hire not only very intelligent, but also very emotionally intelligent, employees."
"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."
"Your responses to my questions are the reason we like Cassaday so much! I really appreciate you taking the time to answer our questions and get to the heart of my concerns."
"I can’t thank you enough for all your help, support and kindness during this long process. You are a wonderful person."
"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."
"We are proud to call you our financial wealth advisor."
"I know I sound like a broken record, but I can’t adequately express my appreciation for what all of you have done for me and my family! It’s sadly unusual in our distracted and uncaring society to find people as reliable and communicative as you are."
"One of the best decisions I’ve made is to join the Cassaday family. I feel supported in every way – well beyond any expectations I might of had of a financial advisor team."
"I have been telling my friends, relatives, and others, about Cassaday’s Estate Planning service. It just makes so much sense that the financial institutions who are managing our money know that our estate documents are in good order. The service was invaluable to me and an extra benefit is the fact that it was integrated with the rest of the Cassaday program."
"I am both very relieved, but even more impressed and appreciative, of the entire Cassaday team that assisted in this effortless transfer. Thank you [Carmen] for such outstanding, efficient, and professional guidance and support"
"We’ve enjoyed you being our advisor for so many years now are are appreciative that Steve chose to connect us to you."
"It is hard to believe that we went with you 30 years ago. I am so thankful for our decision to go with you those many years ago."
"You and your crew rock our planet, period."
"When Angelica reached out to us for a program review with Chris, we didn’t think about touching base with you to make sure our estate plan was still on track. True to Cassaday & Company form, the Cassaday team is out ahead of us in every way."
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.