Welcome to Casella & Associates, where we are passionate about putting our client's needs first!
​We are a comprehensive financial planning firm committed to helping you achieve financial freedom, so you can focus on what matters most in your life. Our personalized process empowers you to find clarity and confidence on your financial journey, tailoring strategies to your needs and goals
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We are committed to delivering exceptional service. Our client centered approach is designed to do just that!
So let's get started on achieving your financial freedom today!
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Core Services
Financial Planning
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Tailored advice to align financial goals and life priorities.
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Focused on comprehensive wealth management.
Investment Advisory
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Portfolio management with ongoing reviews.
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Asset allocation based on goals and risk tolerance.
Needs-Based Planning
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Specific strategies for estate, insurance, and risk management.
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Guidance on navigating life’s financial transitions.
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When you choose Casella & Associates for comprehensive financial planning, you're choosing a partner committed to your financial success. As fiduciaries, our process ensures that your financial goals are aligned and at the forefront of every decision we make.
Process
Our personalized process creates a personalized financial experience based on advice and strategies, not products. Starting with a conversation to understand you and your financial goals to help find the right solution for your financial success.​
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Whether you're looking for us to help you in one area, or various areas, we're here to support you every step of the way.
Discover
The start of the process is a personalized session to understand your goals, values, and current financial standing.
Advise
The advise phase involves providing tailored advice and guidance to help address specific needs, questions and challenges identified earlier in the process
Take Action!
Action steps to put your plan in motion, with options to implement independently or with our support.
Pathways
We provide three service levels to help you reach your financial goals. From holistic financial advice, to advanced planning strategies, full-service wealth management, and needs-based planning, we offer personalized solutions to match your unique financial journey.