FOCUS ON CLIENT SERVICE

Because of our size, we are efficient, agile, and adaptable, essential qualities in today's marketplace. After years of surveying our clients, we have committed significant resources to providing the services and features that they tell us are important to them:

Competent and Professional Staff

Access to Top Management

Regular Reporting of Investment Results

Easy to Understand Statements

Web Access to Account Data

Comprehensive Guidance

 

Clients’ Bill of Rights

Your calls are answered promptly by our client service professionals. They are a highly trained, experienced and motivated team that furnishes comprehensive professional assistance. Their presence assures that your questions, requests and other inquiries are answered and dispatched promptly and professionally. They provide the follow through and follow up that are the capstone for your investment and planning strategies.

Copyright 2007 - 2012 Cassaday & Company | 8180 Greensboro Dr. Suite 1180 | McLean, VA 22102 | Phone (800) 672-2102 or (703) 506-8200 | Fax (703) 506-8208
States Registered To Transact Securities Business
Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory and insurance services offered through Cassaday and Company, a registered investment advisor not affiliated with Royal Alliance Associates.