How does the advisor help clients – Key Takeaways:
CASSEDY FINANCIAL GROUP, INC. is a highly reputable and experienced financial planning firm that provides extensive services to help clients achieve their financial goals.
Some key takeaways include:
- Creation of personalized financial plans for each client based on their unique financial situation and goals.
- Extensive knowledge and expertise in various financial areas such as retirement planning, investment management, tax planning, and insurance.
- Commitment to providing unbiased and objective advice to clients.
- Client-focused approach with a strong emphasis on building long-term relationships.
Facts and Insights:
CASSEDY FINANCIAL GROUP, INC. was founded in 1995 by CEO John Cassedy. With over 25 years of experience in the financial industry, John and his team have successfully helped hundreds of clients achieve financial success.
Some interesting insights about CASSEDY FINANCIAL GROUP, INC. include:
- Over $500 million in assets under management (AUM).
- A team of 10 experienced advisors dedicated to providing exceptional service to clients.
- Consistent recognition and awards for their outstanding performance in the industry.
- Active involvement in the community through various charitable initiatives and partnerships.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | 25+ years |
Financial Services Offered:
CASSEDY FINANCIAL GROUP, INC. offers a wide range of financial services aimed at helping clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Education planning
- Estate planning
- Insurance (life, disability, long-term care)
- Business planning and consulting
Client Types:
CASSEDY FINANCIAL GROUP, INC. works with a diverse range of clients including:
- Individuals
- Families
- Small business owners
- Professionals
- Retirees
Fees & Compensation:
CASSEDY FINANCIAL GROUP, INC. operates on a fee-for-service basis, meaning that clients are charged a percentage of their assets under management as a fee for the services provided. This fee structure ensures that the advisors’ interests are aligned with those of the clients, as the more successful the clients’ investments, the higher the compensation for the firm.
As a fiduciary, CASSEDY FINANCIAL GROUP, INC. upholds the highest ethical standards and is committed to acting in the best interests of their clients at all times.
Background:
John Cassedy, the founder and CEO of CASSEDY FINANCIAL GROUP, INC. is a highly respected and experienced financial advisor with a passion for helping people achieve financial independence. After a successful career in institutional finance, John decided to start his own firm with the mission of providing personalized and unbiased financial advice to individuals and families.
Under John’s leadership, the firm has grown significantly and has established a strong reputation for excellence in the financial planning industry.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, CASSEDY FINANCIAL GROUP, INC. is held to a fiduciary standard, meaning they are legally obligated to always act in their clients’ best interests. This includes providing full transparency on any potential conflicts of interest and disclosing any relevant information that may impact a client’s decision-making process.
In addition, all advisors at CASSEDY FINANCIAL GROUP, INC. have a clean record with no disciplinary actions on their CRD (Central Registration Depository) report.
Overall, CASSEDY FINANCIAL GROUP, INC. is a trustworthy and reputable financial planning firm that is dedicated to helping clients achieve financial success. Their extensive experience, personalized approach, and commitment to ethical standards make them a top choice for anyone looking for financial guidance and advice