Cassedy & Company is dedicated to providing focused and customized solutions for their client’s long-term financial goals. Marshall Cassedy is the owner of Cassedy & Company. He focused more on customer-driven plans and knew he could offer top-of-the-line recommendations and financial management with decades of experience in the financial planning industry. As a result, he provides customized financial planning and investment solutions to meet your long-term goals. Cassedy and Company offer a wide range of financial products and services, building a custom solution for each client. They believe there is no substitute for seasoned advice, solid diversification, and excellent customer service.
3 Best Financial Services in Tallahassee, FL
Expert recommended Top 3 Financial Services in Tallahassee, Florida. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
CASSEDY & COMPANY REVIEWS
Richard has been our financial advisor for over two years now. My husband and I LOVE him. I think he's incredibility funny and very professional which allowed my husband to immediately... be at ease and trust in him during our very first meeting, (which is not my husband's normal.) 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. We are so thankful to have him, I highly recommend Richard Cassedy.
I have had the pleasure of working with Cassedy and Company for many years now. 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. I am beyond satisfied with their customer service. Richard is extremely knowledgeable and always so easy to talk to. I strongly encourage anyone new to investing or looking to grow their investments to contact this company for help and guidance.
Highly recommend Cassedy & Company. Richard met with us several times and thoroughly explained options. Very professional and courteous. He helped us set-up life insurance, an investment account, and navigate an IRA rollover. Along the way and since, Richard always provides excellent customer service and is easy to work with.
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Jackson Financial Group protects your family or preserves your assets; their personalized service focuses on your needs, wants, and long-term goals. Their team of professionals has over 24 years of experience in financial services. They encourage their advisors to tailor solutions to their clients. Jackson Financial Group can help you to address your needs today and for many years to come. They allow you to understand how to manage risk, prepare for retirement, and preserve your wealth. They hope to establish a long and trusted relationship by supporting you in acquiring the information you require to pursue your financial objectives. The firm specializes in providing financial guidance to everyone, regardless of annual income or net worth.
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JACKSON FINANCIAL GROUP REVIEWS
Wonderful experience all around. Terry was very knowledgeable and helped me select the best stocks for my preferences. And Carlie, where do I even begin! Carlie has provided THE best customer service I have ever experienced at any business in my entire life. Her followup is impeccable and she is very thorough and detail oriented. All while being very polite and friendly. Highly recommended for all of your financial needs!
Jackson Financial Group is absolutely amazing! They made the whole process very easy and took my opinions and thoughts seriously. I have recommended them to everyone in family and will continue to recommend them!
JFG has such an amazing team! They will make the daunting task of managing your finances fun and easy to understand. I highly recommend them for the management of your business or personal finances.
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Rosenberg Alvis Ambrose Wealth Management is a well-known Financial service in Tallahassee. Their first priority is to help you take care of yourself and your family. They earn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Maintaining long-term relationships and encouraging open and honest communication have been the cornerstone of their success. Rosenberg Alvis Ambrose Wealth Management specializes in helping individuals and developing sound retirement strategies. They offer personalized financial services and educate clients about financial concepts and consequences. They focus on money management, as well as other issues that are critical to your financial well-being.
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ROSENBERG ALVIS AMBROSE WEALTH MANAGEMENT REVIEWS
m the director of a small non-profit and pastor a small church. We want to be an employer of choice and give excellent care to our staff as they give excellent care to those we serve. It seemed impossible for us to afford a retirement plan for our employees but Phillip Ambrose was able to find a plan that worked for our organization. Our staff felt very cared for by us to have this kind of program. Most had not invested before and Phillip was very patient and answered all of our questions. The follow up and responsiveness has been more than expected.
These guys are fantastic. I work directly with Philip but I also know Marc and Elliott as well. They have all been involved in our retirement planning. As someone in the financial world, here’s what I like about this group: they are extremely flexible with the goals you set, have a wide range of products to maximize returns, and they do significant research on an offered product before they send it to their client base. A perfect balance of easy-going and razor sharp.
Phillip is a superb financial advisor. I highly recommend him and the Rosenberg Financial Group. Phillip is a great guy and easy to talk to.
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