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Cassaday & Company

8180 Greensboro Dr #1180
McLean, VA 22102 703-506-8200

Ratings

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Consumer Ratings for Cassaday & Company — 71 Ratings

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Percent of customers who rated service "superior" for:
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Consumer Comments for Cassaday & Company

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Consumer from OAKTON, VA
May 05, 2026
Recommended
Consumer from RESTON, VA
May 03, 2026
Recommended
Moved here from a smaller company. Cassady had a broker for Medicare ready to help us when we needed it, and our CPA has a few clients that use them also. We've done nicely with our rate of return. I do feel better now that they have stopped the Christmas parties.
Consumer from Washington, DC area
May 03, 2026
Recommended
Very responsive--our children's are included under our account so that their fees are significantly less than if they would be charged as a separate household. Best thing we ever did was leave Edelman 10 years ago. Many of friends and neighbors have also transferred their investments to Cassaday after we referred them, including one family whose cousin had been their planner. They are very secure in processing withdrawals by requiring phone contact and SSN before making a withdrawal or change in monthly withdrawals from IRAs and taxable accounts. They also have a law firm onsite that provided discounted services including revising our wills and setting up a trust

...and 68 more consumer comments for Cassaday & Company

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