CASCO Financial Group
2525 W Carefree Hwy Suite B-112
Phoenix, AZ 85085
Text the word: CASCO To: 72727
Hours of OperationMon-Fri 8:00am-5:00pm
Our mission is to help our clients recognize their individual views of happiness and fulfillment so they can determine which personal expenditures and investments will further their progress toward those goals. Often people work with us to put issues into perspective and to make important decisions that require professional analysis. All of these areas are important in helping our clients work toward personal financial success.
We believe our clients are better served by an on-going relationship with a knowledgeable, trustworthy advisor than a commission-based compensation arrangement. We believe in working hard with individuals and families, helping them plan for their futures. We invest significant time with every one of our clients, learning about their dreams and their current financial situation.
Regarding the stock market. We are a financial planning and advisory service, not a broker. We do not believe in the concept of "hot" stocks or in seeking short-term returns from any investment. We reserve our research, analysis, and trading efforts for our long-term planning and advisory clients. We believe in a team approach when it is required. When it is not possible for us to handle your problems alone, we will call in outside professionals and monitor the relationship to ensure that the work done on your behalf is of the highest standards.