"We help people pursue their dreams. We believe that every person has a goal to be, do or have something and these dreams often have a financial component. We help people create the financial strategies to work toward those goals... and being a part of that experience is the greatest honor of all."
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.
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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.
