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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
  • Due Date Approaches for 2016 Federal Income Tax Returns
    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Why Diversification Matters
    When investing, particularly for long-term goals, there is one concept you will likely hear about over and over again — diversification. Why is diversification so
  • Why a Life Insurance Claim May Be Denied
    Life insurance can be an important financial tool for you and your family. For example, life insurance can help replace earnings that would cease upon your death. It can
  • How can I prepare financially for stormy weather?
    Floods, tornadoes, torrential rain, lightning, and hail are common events in many parts of the country during the spring and may result in widespread damage. Severe
  • What are some tips for creating a home inventory?
    Imagine having to remember and describe every item in your home, especially after you've been the victim of a fire, theft, or natural disaster. Rather than relying on
    
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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.