Services We Offer:
Free Notary Service to our Clients
Financial and Estate Planning
We work with clients and provide financial plans of various types and complexities, such as Estate Plans and Retirement Capital and Income Projections. Custom Portfolio Building
We conduct portfolio building and investment analysis - where we review investments and provide recommendations among different types
of assets with a view toward fulfilling financial planning objectives. Asset Management
Our asset management clients receive the flexibility to research, analyze, build and maintain a well-diversified portfolio with a broad range of investment choices, including no load and load-waived mutual funds, closed-end mutual funds, stocks, bonds, UITs, REITs, CDs and more. Advisory Services
Specialized services at an hourly rate, such as advisor sounding board, financial problem solving, and financial coaching around issues, such as retirement, taxes, debt and cash flow
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CASCO Financial Group nor Cetera offer tax or legal advice; please consult a qualified professional for advice. This site is published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.
