Cassedy & Company
(20 Reviews)
Figuring out what the best type of investment for you and your long term financial goals can be complicated; there are a lot of factors to consider. For example, should you invest in a Roth IRA or a traditional IRA? Cassedy and Company can break it down for you and help you make the best decision.
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In Business Since 2014
Sentiment Analysis
The educational charts and graphs are a great tool for novices like myself to understand the past trends.
They have done an outstanding job turning what little money I can afford to invest, into long term growth and something I can count on in my families future.
Very genuine good people, very knowledgeable, and an overall fantastic experience.
He's always available and constantly shows that he's fighting for us and our accounts.
I am a college student with very little experience investing and Richard took the time to explain everything in detail, no matter how dumb my questions may have sounded.
He made a plan that was very appropriate for my age and financial circumstances, keeps in touch whenever there is an action item on my end, and is willing to discuss any changes to my account I'm considering.
) Richard stays in close contact with us and always offers ways to help us professionally and even has helped me personally, which is so appreciated.
His suggestions have always been spot on and have positively impacted my portfolio.
"World Class" customer service!!!
I appreciated his thorough review of our options and ways that we could diversify our revenue through investment income.
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