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Cassaday & Company, Inc

Financial Services

Specialities :
Financial planning
Retirement planning
Investment management
Estate planning
Wealth management

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
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Employees
Buyer Intent
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Frequently Asked Questions About Cassaday & Company, Inc

What does Cassaday & company, inc do?+

Our Mission is to provide objective guidance to individuals and families seeking advice about their financial situations, to do so with the highest levels of honesty, integrity, and overall excellence possible, and to provide faultless quality and courteous service at a reasonable price. Cassaday & Company, Inc., has grown from $40 million in assets under management or supervision to $5.9 billion (as of 9/30/24) with 84 employees, assisting approximately 3,171 households throughout the United States. Securities offered through Osaic Wealth, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, Inc., a registered investment adviser not affiliated with...

What are Cassaday & company, inc's specialties? +

Financial planning,retirement planning,investment management,estate planning,wealth management,insurance & annuities,and life transition services

What is Cassaday & company, inc's industry? +

Cassaday & company, inc operates in the Financial services industry.

What is Cassaday & company, inc's revenue? +

Cassaday & company, inc's revenue is 11m - 100m

What is Cassaday & company, inc's company size? +

Cassaday & company, inc has 51 - 200 employees.

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