Cassedy and Company is dedicated to providing focused, customized solutions for our clients' long-term financial goals. 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.
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.
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About
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Cassedy and Company is dedicated to providing focused, customized solutions for our clients' long-term financial goals. Marshall Cassedy started this company in 1993 because he had a vision for providing clients in this community with solid, time-tested expertise.
Frustrated by an industry that cared more about making a profit, he wanted to focus more on customer-driven plans and knew that he could offer top-of-the-line recommendations and financial management.Kimberly Ritchie joined the firm in 2000 and Marshall's son, Richard, joined in 2012, expanding our ability to serve additional clients in our community.
Frustrated by an industry that cared more about making a profit, he wanted to focus more on customer-driven plans and knew that he could offer top-of-the-line recommendations and financial management.Kimberly Ritchie joined the firm in 2000 and Marshall's son, Richard, joined in 2012, expanding our ability to serve additional clients in our community.
Our Team
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Marshall Cassedy's primary customer focus is to assist individuals, corporations and partnerships with customized financial planning and investment solutions to meet long-term life goals. With decades of experience in the financial planning industry, Cassedy knows how to analyze a client's needs and opportunities and how to make qualified recommendations for financial success.
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