McCaskill Financial
Financial Services - Frederick, MD, US
McCaskill Financial Employees
McCaskill Financial Details
"Think Local, Think McCaskill". With over 100 years of financial advisory experience, we at McCaskill Financial believe very deeply in being immersed in the Frederick community and providing a resource to its residents and the surrounding areas. Our professionals focus on the comprehensive financial planning process to address all of our client's investment and planning needs. As an independent practice, we offer a personalized financial strategy, not a generic investment program. Individual portfolios will be based on the client's unique situation, their attitudes, risk tolerances, and goals. It will be designed to account for change, both in the market and in the client's personal life, so that it can work with them through every stage of their life. Our approach to investing is straightforward. Our focus is on becoming a partner in building the future our clients desire. As we work together, we will thoroughly explain the investment strategies that are recommended, so that we will all be fully comfortable with all aspects of the investment portfolio. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products and personal service.Securities and Investment Advisory Services offered through Kestra Investment Services and Kestra Advisory Services, Member FINRA/SIPC.McCaskill Financial is not affiliated with Kestra Financial Services, LLC.This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Financial Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available to in every state and through every representative or advisor listed.
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