A Wide Range of Financial Products and Services

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. Let’s sit down and talk about your short- and long-term goals to see if we can make a difference.