REAL CLIENT STORIES. REAL IMPACT.
CLIENT TESTIMONIALS
"I look forward to my future in the hands of so many caring and conscious people."
"I rest assured that my financial affairs are in good order, making things easier for my heirs."
"A successful financial company and one that is more than that. One that reaches out to clients in non-financial ways."
"We completed work on two estates. It’s been a long and sometimes bumpy road, and we wanted to thank you and the entire Cassaday team for your support throughout. In addition to lots of help from the addressees at various times, we know others were in the background helping us untangle these two overlapping estates. While we don’t want to leave anyone out, Joshua, Riley, and Sarah did a lot of the heavy lifting, so thanks to each of you. You have built a great team and we are fortunate to have all of you in our corner."
"Michael has always been responsive, friendly, and patient, and he has provided us with excellent guidance. Working with you both makes us feel more confident and comfortable that we are in very good hands at Cassaday."
"How did we get so lucky to work with you all?"
"I want to thank you very much for taking care of us. You have always provided very sound advice and recommendations."
"Your team’s professionalism is why I consistently praise and recommend Cassaday and Company. It’s always a pleasure to interact with staff at Cassaday and Company."
"You always makes us feel welcome and taken care of."
"Cassaday managed my modest contributions from annual income and built a strong portfolio … After retirement, the core assets grew much to my modest expectations. I am now owner of a $5M portfolio."
"We simply don’t worry about investments, asset allocations, available funds for whatever . . . Big YAY!"
"We love getting the communication that Cassaday and Company is putting out and [we] are not hitting any panic buttons."
"Thank you for all your help and your commitment to my family’s financial health and well-being"
"Thank you for your advice. We certainly would never had thought of what you are recommending on our own. "
"Carmen always provides exceptional analysis, which complements our research allowing for better-informed decision-making on our part."
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.