Cassedy

Cassedy and Company is dedicated to providing focused, customized solutions for our clients' long-term financial goals. Our firm, founded in 1993 by Marshall Cassedy, was established on the principles of offering client-driven plans and top-notch financial management, as opposed to being driven by the desire to make a profit. Our team, which includes Kimberly Ritchie and Marshall's son Richard, has a combined experience of many years, and our mission is to continue to find the best ways to serve our clients and meet their unique financial needs.

Investing in Our Community

At Cassedy and Company, we believe in investing in our community. We support local youth sports teams and serve on homeowners association boards. We are proud of our involvement and take our role as community members seriously.

Services

Cassedy and Company offers a wide range of financial products and services. We understand that each client is unique, and we work to build a customized solution for each one. Our goal is to provide our clients with focused and seasoned advice, solid diversification, and excellent customer service.

For first-time investors, we aim to make you feel comfortable and involved in the process of planning your financial future. We understand that the information can be unfamiliar, but we are here to help you navigate your options and make informed decisions.

If you have been investing for years, we want to help you review your portfolio and make recommendations to maximize your results. We can help you sit down and talk about your short and long-term goals to see if we can make a difference.

How Can We Help You?

Your financial decisions are too important to wade through without guidance. Our consultations are free, and our advice is based on decades of experience. Our team, including Richard, has proven to be a wealth of information, taking the time to research and answer all of your questions.

Testimonials may not be representative of the experience of other clients, but we are proud of the positive feedback we have received. We believe that our clients' satisfaction is a testament to our commitment to providing exceptional service.

"Richard has proven to be a wealth of information. He has taken the time to research information for me and makes sure I have every question answered when I leave. He makes it very easy to do business with him. I would definitely recommend him, whether you are a first-time or seasoned investor!" - Traci Poucher, Branch Manager, Campus USA Credit Union.

News and Advice

We understand that figuring out the best type of investment for you and your long-term financial goals can be complicated. There are many factors to consider, and we can help break it down for you. For example, should you invest in a Roth IRA or a traditional IRA? We can help you make the best decision.

Additionally, good diversification can help manage risk and can help you maximize the returns for your desired level of risk. Whether you're a first-time investor or a seasoned pro, one of the best things you can do when developing a sustainable, long-term investment strategy is to diversify.

At Cassedy and Company, we are dedicated to providing you with the news and advice you need to make informed financial decisions.

Contact Us

If you have any questions or would like to schedule a consultation, please contact us. We would be happy to help you with your financial needs.