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.

"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."

"You have my vote of confidence and trust. Thank you for your expertise and everything you do. You’re the best!"

"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"

"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."

"So happy to be your client knowing I’m in good hands!"

"This is why we love you guys so much! Very much appreciate this detail and perspective. We are truly so thankful for your expertise."

"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."

"Every time I need something I am always treated with courtesy and respect. My needs have always been handled quickly. This proves to me that Cassaday & Company, Inc. is indeed a Top Workplace! I look forward to many more years of service!"

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