Business Details
33 Years
experience
Trusted Financial Advisers in Tallahassee
Cassedy and Company and Company was founded in 1993 with a commitment to providing clients in Tallahassee with customer-driven financial solutions. Our focus on personalized service emerged from a desire to address the shortcomings of an industry overly focused on profit, ensuring that clients receive top-tier expertise and tailored recommendations. With decades of combined experience, we specialize in long-term financial planning, investment management, and retirement strategies, emphasizing transparency and client education. Our team, led by Marshall Cassedy and Company and Company, combines deep local knowledge with a disciplined approach to diversification, aiming to maximize returns while managing risk.We prioritize community involvement, supporting local initiatives and youth programs, reflecting our belief in investing not just in portfolios but in the future of our community. Our practice is built on trust, with the majority of our business stemming from client referrals, and we remain dedicated to upholding the highest standards of integrity and client service.
Services
Financial Planning
Investment Management
Retirement Accounts
Portfolio Diversification
Wealth Management
Brokerage Services
Risk Management
Tax-Advantaged Investing
Customized Solutions
Client Education
Details
- Year established: 1993
Highlights and features
- We offer over 30 years of experience in financial planning and investment management.
- Our free consultations provide no-obligation guidance tailored to individual needs.
- Customized strategies focus on risk management and long-term portfolio diversification.
- Deep community roots with active involvement in local organizations and initiatives.
- Transparent advice prioritizes client education and tailored financial solutions.
Associations and certifications
- FINRA
- McNally Financial Services Corporation
Services
Retirement Accounts
We specialize in retirement accounts, including Roth and Traditional IRAs, helping clients navigate tax advantages and withdrawal rules. Our expertise ensures strategies align with individual financial goals, whether starting early or optimizing existing plans. With a focus on long-term growth, we provide clear guidance to maximize retirement savings while minimizing risks.
Investment Management
Our investment management services offer tailored strategies across stocks, bonds, ETFs, and mutual funds. We prioritize diversification to balance risk and returns, crafting portfolios that reflect each client's objectives. Ongoing reviews ensure alignment with evolving financial goals, supported by decades of market experience and disciplined decision-making.
Financial Planning
Custom financial planning addresses short- and long-term goals, integrating retirement, tax, and estate planning. We emphasize transparency, educating clients on options while building roadmaps for financial security. Our client-centered approach ensures strategies adapt to life changes, combining personalized service with industry expertise for sustainable success.
Brokerage Services
As a FINRA-registered broker-dealer, we provide access to a wide range of securities, including stocks, bonds, and managed accounts. Our brokerage services focus on aligning investment choices with client risk tolerance and objectives. We emphasize informed decision-making, offering research and insights to support strategic buying and selling decisions.
Portfolio Diversification
Diversification strategies mitigate risk by spreading investments across asset classes, sectors, and geographies. We design portfolios to balance volatility while pursuing growth, using low-correlation assets to protect against market downturns. Our approach ensures clients maintain disciplined, emotionally sound strategies for long-term resilience.
People
Marshall Cassedy
Owner, Financial Consultant
Marshall Cassedy and Company and Company brings over 30 years of financial planning expertise, previously leading Merrill Lynch's Tallahassee office as Senior Vice President for 14 years. A Florida State University MBA graduate, he focuses on personalized solutions, community leadership, and client-driven investment strategies.
Questions
What types of retirement accounts do you specialize in?
We specialize in Roth IRAs, Traditional IRAs, 401(k) plans, SEP IRAs, and SIMPLE IRAs, tailoring strategies to maximize tax advantages and long-term growth.
How do you customize financial plans for individual clients?
We assess your goals, risk tolerance, and timeframe during a free consultation, then design diversified portfolios and adjust strategies as your life evolves.
What investment options are available?
We offer stocks, bonds, ETFs, mutual funds, government securities, and managed accounts, selecting options aligned with your financial objectives.
How does diversification benefit my portfolio?
Diversification spreads risk across asset classes and sectors, reducing volatility while aiming to maintain growth potential through low-correlation investments.
Are there fees for initial consultations?
No, our initial consultations are free with no obligation, providing personalized advice without upfront costs.
How does the firm stay involved in the community?
We support local youth sports, serve on community boards, and contribute to Tallahassee initiatives, reflecting our commitment to community investment.
