CASCO Financial Group is a full-service financial advisory firm, dedicated to helping clients assess, plan for and potentially achieve their financial goals.
Services We Offer:
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
2525 W. Carefree Hwy
Bldg. 2, Ste. 112