“After meeting Mr Cassavrande through my boss who’s a mutual friend. I was immediately impressed with his very open and upfront direct ways. You know exactly what he’s thinking and what he’s doing at all times. We’ve decided to take the leap and work closely with him and his team to secure our finances that is best for our needs. I find him to be very professional, honest, fun, and extremely easy to talk to.“
“Great service and attention to details. Complementary coffee nice on a rainy morning.“
“Excellent personal experience and attention to the client. Patrick has a wealth of knowledge and experience!“
“I was introduced to them 3 years ago by an old friend. They manage all his retirement funds. I checked them out very thoroughly, going to both their San Fran & FL offices. I decided to try them and have been very pleased. I have moved more funds to them to manage and have referred friends to them who are also pleased.The Florida office has been closed and my representative is Marisa Rothstein in their New York office. She is very professional and brings value to every quarterly meeting. I like the depth of their investment team, King and Doug, and am very happy with their returns on our investments.I would recommend them.“
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