Casey and his team have been great partners for financial planning, and they take the time to understand the in’s and out’s of how the plan interacts with my law firm’s benefits, retirement packages, insurance options and compensation structure. Casey has been helpful across the board (on investing, insurance, etc.) and it is always a pleasure to get the latest from him on my plan or the market generally.
Casey and his team are incredible partners. They are dedicated, knowledgeable, organized, thoughtful and kind. They invested a tremendous amount of time to understanding my financial goals and working with me to develop a tailored approach to achieve them. I have taken calls, emails and meetings with (and worked with) other financial advisors over the years. Casey is a uniquely dedicated and talented advisor with a refreshingly wholistic and individualized approach to financial planning.
Casey and his team are the go-to financial advisors for law firm partners and their spouses. They have deep industry knowledge of the benefits and packages law firms have to offer and assist young partners in navigating the complex financial situations that arise when associates are elevated to the partnership (K-1 income, choppy cash flow, short- and long-term balance sheet management, etc.). In addition, Casey and his team have deep knowledge with more traditional income streams (fortune 500 company employees with standard equity packages), and their holistic approach helps our family expertly balance the two. Moreover, Casey is proactive in his strategic advising. Our money works for us in the background largely due to Casey's good planning and foresight. But most of all, he is a great guy to talk to about new ideas, the macro environment, or segment-specific issues in the news. I wouldn't want anyone else in our corner.
Casey and his team’s wholistic approach to financial planning, including tax management strategies, helped me enormously, and I have found it to be significant value add over my previous advisor.
I can't say enough about the crew here at FirstClass Financial. Making a change with financial advisors is a big deal. After meeting with several advisors, it was clear that Casey and his team at FirstClass Financial were going to fit my financial and relationship standards.
From the first meeting in their office to the final execution of funds being transferred they were pleasant, friendly, extremely informative when walking my wife and I through the process of analyzing our future goals and retirement plan. They also helped us understand college for our 4 children to make sure we give them the best opportunity possible.
If you’re considering a change, I highly recommend FirstClass Financial and I’m certain you will not be disappointed!
Casey and his team went out of their way to take a complicated topic like long term financial planning and simplify it in a way that was easily digestible and directly on target with my goals, something I wasn’t getting from other potential planners. The onboarding process couldn’t have been simpler, with his team taking a proactive role and making the process smooth and painless.
Casey and team navigated the process for putting a securities-based loan in place with efficiency and expertise, securing funding quickly and smoothly for the closing of our home purchase. Truly grateful for their fast thinking, support and holistic approach!
Casey and his team have been phenomenal in walking me through investment planning and convincing me of the benefits of finally taking the plunge in actually investing. They are always very responsive and available to answer my questions and it has been truly a pleasure working with him and his team.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.