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About CASSILLY FINANCIAL
CASSILLY FINANCIAL is a reputable and experienced financial advisory firm that has been providing exceptional services to clients for over a decade. With a team of knowledgeable and dedicated experts, CASSILLY FINANCIAL has become a go-to source for individuals and businesses seeking sound financial advice.
How the Advisor Helps Clients – Key Takeaways:
CASSILLY FINANCIAL offers a wide range of financial services and guidance to help clients achieve their financial goals. Here are the key takeaways on how the advisor helps clients:
- Creates personalized and comprehensive financial plans for clients based on their unique financial situation and goals.
- Assists clients in making informed investment decisions for long-term financial success.
- Provides ongoing support and guidance to help clients navigate the ever-changing financial landscape.
- Offers a holistic approach to financial planning, considering all aspects of a client’s financial life.
Facts and Insights
Here are some facts and insights about CASSILLY FINANCIAL that highlight their expertise and success:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 12 years |
Financial Services Offered
CASSILLY FINANCIAL offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
- Business planning
- Cash flow analysis
Client Types
CASSILLY FINANCIAL works with a diverse portfolio of clients, including high-net-worth individuals, families, and businesses. They also offer services for different life stages, from young professionals just starting out to retirees looking to preserve and grow their wealth.
Fees & Compensation
CASSILLY FINANCIAL believes in transparent and fair pricing, with fees based on a percentage of assets under management. Their compensation structure aligns their interests with their clients’ and ensures that they are fully committed to their clients’ financial success.
Background
CASSILLY FINANCIAL was founded in 2009 by John Cassilly, a financial expert with over 20 years of experience in the industry. His vision was to create a firm that prioritizes personalized and comprehensive financial planning for clients to help them achieve their long-term financial goals.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, CASSILLY FINANCIAL believes in full transparency with their clients. Here are some important disclosures to know:
- CASSILLY FINANCIAL does not guarantee investment results and performance may vary.
- Clients should carefully review all costs and risks associated with any financial decision before proceeding.
- CASSILLY FINANCIAL is a registered investment advisor with the Securities and Exchange Commission (SEC).
Overall, CASSILLY FINANCIAL is a trustworthy and reliable financial advisor that strives to empower clients to make informed financial decisions for a secure and prosperous future. Their expertise, experience, and commitment to their clients’ success make them a top choice for financial services.