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CASCO Financial Group
Catherine Scrivano, CEP,ADPA,AIF
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
  • Hidden Gem: HSAs in Retirement
    When saving for retirement, you're probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type
  • Tax Scams to Watch Out For
    While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it's in your best interest to always be vigilant
  • Know Your Mutual Funds
    Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of investors;
  • How can you lower the costs of owning a vehicle?
    Vehicle expenses can take a big bite out of your budget. According to a AAA report, the average annual total cost of owning and operating a new vehicle in 2018 was
  • Is a vehicle subscription service in your future?
    Automakers and start-up companies are betting that today's generation of drivers will embrace a new model of temporary ownership called a vehicle subscription
    
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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.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Registered to sell securities in the following states:
AZ, CA, CO, FL, GA, ID, IL, KY, MI, OR, SC, TN, TX, WA, WI

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