Our Qualifications

During our 25 years working with individuals and businesses in the area, we have provided comprehensive financial advice to many investors.

Cassell Financial Services offers clients an impressive depth of expertise in investment, insurance, and estate planning on both individual and corporate levels.

We hold a variety of professional designations and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based financial advice.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and objectives while participating in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.