Check the background of this financial professional on FINRA's BrokerCheck.
CASCO Financial Group
Catherine Scrivano, CRPC,CRC,CEP,ADPA
602-995-1484
info@cascofinancial.com
CASCO Financial Group

CASCO Financial Group is a full-service financial advisory firm, dedicated to helping clients assess, plan for and potentially achieve their financial goals.

Our site is designed to introduce you to our firm and to offer you a wealth of educational materials, articles, newsletters, calculators and other tools that are designed to keep you up to date on financial issues, strategies and trends.

Please take advantage of this resource, put it in your browser favorites, and come back often.

Our Services
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.

We also offer free notary service to our clients.
Newsletters
  • Four Ways to Double the Power of Your Tax Refund
    The IRS expects that more than 70% of taxpayers will receive a refund in 2017.ยน What you do with a tax refund is up to you, but here are some ideas that may make your
  • Converting Retirement Savings to Retirement Income
    You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into
  • Spring Cleaning Your Finances
    The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the
  • What are bond ratings?
    Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment of credit risk, or the risk of default, which can
  • What bond ratings do agencies use?
    Bond rating agencies typically use similar scales, and it may be helpful to understand how to compare ratings from multiple agencies.
    
PreviousNext
Connect with us on: Go to LinkedIn  Go to Facebook  
 
 
 
To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck
Registered Representatives offering securities and investment advisory services offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. Cetera Advisor Networks and CASCO Financial Group are not affiliated. CASCO Financial Group nor Cetera Advisor Networks, LLC offer tax or legal advice; please consult a qualified professional for advice.

Registered to sell securities in the following states: AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, WA, WI, WY

Online Privacy Policy
Important Disclosures
Privacy Promise
Order Routing Disclosure
 


Check the background of this financial professional on FINRA's BrokerCheck.