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CASCO Financial Group
CASCO Financial Group, 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
  • Quiz: Test Your Interest Rate Knowledge
    In December 2015, the Federal Reserve raised the federal funds target rate to a range of 0.25% to 0.50%, the first rate increase from the near-zero range where
  • How to Get a Bigger Social Security Retirement Benefit
    Many people decide to begin receiving early Social Security retirement benefits. In fact, according to the Social Security Administration, about 72%
  • The Importance of Saving for Retirement at a Young Age
    If you're an adult in your 20s, you are entering an exciting stage of life. Whether you've just graduated from college or are starting a new career,
  • How is GDP calculated in the U.S.?
    GDP, or gross domestic product, is a measurement of the total value of all goods and services produced in the United States over a given time period. It is used by
  • What is the most important component of GDP in the United States?
    We often hear in the media that consumer spending is crucial to the overall health of the U.S. economy, but exactly how important is it?
    
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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.

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

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