A different Financial Advisor firm...
At Casull Financial Advisory, we advise clients on every financial aspect of their lives. Retirement, IRA, ROTH IRA, SEP IRA, Small Business 401K, Investment Savings, Inheritance, Real Estate, Layoff, Career Change.
Our ultra low annual flat fee is designed to be half of the industry standard,
and comes from managing the client investment portfolio.
The fee is deducted from the portfolio. Client is not billed.
Wealth is not necessary to be a respected client of our firm.
There are no arrogant account minimum balance requirements.
Everyone's life changes, and all life changes have a financial impact.
Give us a call. We can talk about your specific situation by phone.
Have your statements ready. You won't be asked to send them.
We will ask/answer questions, and discuss your present situation.
If you like what you hear, we will meet in our offices.
Our CEO, Steve Casull, personally manages ALL client accounts.
Steve is fully licensed, and has over 20 years experience in
Financial Analytics and Investment Portfolio Management.
Casull Financial Advisory operates under several terms and licenses;
Registered Investment Advisor, RIA, Financial Advisor, Stock Broker,
Financial Planner, Investment Analyst, Wealth Manager.
All client accounts have the standard Federal SIPC insurance,
with total Securities & Exchange Commission, and State oversight.