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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 — 67 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 WASHINGTON, DC
Aug 16, 2025
Recommended
Joined 3-4 years ago and been very pleased with my advisor, Kyle Cassaday. Like that they provide a wide range of specialists--estate planning, foreign investment advice, annuities, taxes, in-depth knowledge of federal employee benefits, provide frequent financial seminars, etc. Left Morgan Stanley Bethesda for Cassaday and have seen drastic improvements in my holdings after dismal performance from 2000-2021 with MS. Wish I'd been with Cassaday since 2000! Highly highly recommend Cassaday.
Consumer from RESTON, VA
Aug 07, 2025
Recommended
Have used the firm for the past nine years. Not only do we have a diverse portfolio reflecting our age, my three grown children have accounts with them but receive the lower management fee that we have--it would be more if they were with Cassaday on their own. We transferred our assets from Edelman nine years ago and have not a moment of regret.
Consumer from BETHESDA, MD
May 22, 2025
Recommended

...and 64 more consumer comments for Cassaday & Company

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