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.
"It gives me great peace of mind to have such overwhelming presence behind me."
"The best company to work with and the best company to work for — amazing!"
"We really do appreciate all that Cassaday is doing for us. We may be considered “very satisfied” clients!"
"If you ever wonder whether what you and your team are doing makes a positive impact on the lives of your clients, then wonder no more!"
"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."
"You continue to exceed in caring for all of your clients and I am thankful to be one of them!"
"How did we get so lucky to work with you all?"
"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."
"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."