Cassilly Financial Group

Our Vision

We believe everyone deserves the freedom and peace of mind that comes with financial well-being.

Our Values

• Compassion: We genuinely care about our clients and their families.
• Integrity: We work in your best interest, always prioritizing transparency and ethical behavior.
• Competence: Years of experience and deep industry knowledge fuel our ability to deliver personalized solutions.
• Professionalism: We adhere to rigorous procedures and industry standards to ensure a seamless and reliable experience.

Who We Are

Cassilly Financial Group is an independent firm led by experienced financial advisor Frederick Cassilly. We are a team of passionate professionals dedicated to helping individuals and families reach their financial goals through thoughtful guidance and custom solutions.

Our Team

Our team consists of qualified and experienced professionals, including Certified Financial Planners (CFP) and Registered Investment Advisors (RIAs). We hold ourselves to the highest ethical standards and are passionate about helping clients achieve financial freedom.

Our Services

We offer a comprehensive range of services designed to address all aspects of your financial life, including:

• Financial Planning: Goal-based planning, risk assessment, investment planning, retirement planning, estate planning, and more.
• Investment Management: Personalized portfolio construction, ongoing monitoring, and rebalancing.
• Business Planning: Succession planning, business valuation, and financial strategy for entrepreneurs.
• Tax Planning: Comprehensive tax analysis, optimization strategies, and filing assistance.

Our Process

We believe in a holistic approach to financial planning, starting with a deep understanding of your individual needs and goals. Our process is collaborative and involves:

• Initial Consultation
• Discovery Meeting
• Plan Development
• Implementation
• Review and Monitoring

Schedule a Complimentary Consultation Today

We offer a complimentary consultation to discuss your financial situation and explore how we can help you achieve your financial goals. Contact us today to schedule a meeting and take the first step towards financial freedom.