Cassedy and Company is dedicated to providing focused, customized solutions for our clients' long-term financial goals. Cassedy and Company offers a wide range of financial products and services, building a customized solution for each of our clients. We believe there is no substitute for seasoned advice, solid diversification and excellent customer service.
For a first-time investor, our goal is to make you feel comfortable and involved while planning your financial future. We know most if not all of the information may be unfamiliar, but we're here to help you navigate your options and make informed decisions. If you've been investing for years, we want to help you review your portfolio and make recommendations to maximize results.
For a first-time investor, our goal is to make you feel comfortable and involved while planning your financial future. We know most if not all of the information may be unfamiliar, but we're here to help you navigate your options and make informed decisions. If you've been investing for years, we want to help you review your portfolio and make recommendations to maximize results.
Services
Cassedy and Company is dedicated to providing focused, customized solutions for our clients' long-term financial goals. Marshall Cassedy started this company in 1993 because he had a vision for providing clients in this community with solid, time-tested expertise.
Frustrated by an industry that cared more about making a profit, he wanted to focus more on customer-driven plans and knew that he could offer top-of-the-line recommendations and financial management.Kimberly Ritchie joined the firm in 2000 and Marshall's son, Richard, joined in 2012, expanding our ability to serve additional clients in our community.
Frustrated by an industry that cared more about making a profit, he wanted to focus more on customer-driven plans and knew that he could offer top-of-the-line recommendations and financial management.Kimberly Ritchie joined the firm in 2000 and Marshall's son, Richard, joined in 2012, expanding our ability to serve additional clients in our community.
Marshall Cassedy's primary customer focus is to assist individuals, corporations and partnerships with customized financial planning and investment solutions to meet long-term life goals. With decades of experience in the financial planning industry, Cassedy knows how to analyze a client's needs and opportunities and how to make qualified recommendations for financial success.
Reviews (9)
Kirk Johnson
Nov 26, 2021
Report
Jana Perry
Feb 05, 2020
Report
Have worked with Richard Cassedy on retirement needs. He has been very helpful answering our questions or explaining information so that we can understand. Every time we have contacted the office everyone has been very helpful and friendly and all phone calls have been returned promptly. Would highly recommend Cassedy & Company.
Johnathan Grandage
Nov 18, 2019
Report
Highly recommend Cassedy & Company. Richard met with us several times and thoroughly explained options. Very professional and courteous. He helped us set-up life insurance, an investment account, and navigate an IRA rollover. Along the way and since, Richard always provides excellent customer service and is easy to work with.
Jay Revell
Nov 06, 2019
Report
Richard provides tremendous insight on strategic investing for personal goals. I've worked with Richard for nearly a decade to grow a strong financial base for my retirement planning. The results of which have put me on a path to realizing my dreams someday. Richard is well versed in the challenges facing millennial investors and he has been a great resource for helping me navigate the volatile markets of today's economy. To put it simply, Richard helps me keep my eye on the ball while building a nest egg for my future.
Cassie Turner
Sep 09, 2019
Report
Lauren Schenone
Aug 30, 2019
Report
I highly recommend Richard at Cassedy & Co. He has assisted me with retirement planning, life and long term care insurance, and a high-interest savings account over the past 3 years and am very happy. His personal service is exceptional (open door policy) and all investments have lived up to the expectations he gave me upfront. He’s also extremely kind and helpful!
Amber R. Tynan
Jul 15, 2019
Report
Jonathan Romero
Jun 15, 2019
Report
Richard and his team make investing personal. Richard takes the time to get to know his customers needs and build a plan around their particular financial situation. He routinely calls to bring up new ideas and check on your situation, making recommendations to keep you on track. Thank you Richard for taking big box resources and applying a local, personal touch.
Dr. Rob
Jun 04, 2015
Report
