Services Offered
Retirement Planning
Personalized strategies to secure your financial future, including investment analysis and goal alignment.
Insurance Solutions
Comprehensive coverage options for life, disability, and other insurance needs with clear explanations.
Financial Consulting
Expert advice on cash flow management, spending habits, and overall financial awareness.
Disability Coverage
Guidance on disability insurance to protect your income and provide peace of mind.
Estate Planning
Assistance with estate and long-term financial planning to ensure your assets are managed effectively.
Reviews
5(5 reviews)
Rating Distribution
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5
4
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2
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J
Jen Mallette
via Google
about 2 months ago
I've been with Cascade Financial Group since 2003, and have been very happy with their professionalism, care, and insight. More recently, I have been working with Graham Stephens on my retirement plan. Graham is someone that I can trust, and I feel comfortable speaking. He actively listens to my concerns and is very good at discussing all the options. He is diligent and a pleasure to work with. I would recommend him to anyone that is looking for a trustworthy financial advisor who provides a comprehensive plan that aligns with their goals.
D
Don McEachernvia Google
about 2 months ago
We have worked with Graham at Cascade regarding our insurance and were more than satisfied with the service we received. Graham is very personable and did not push any products on us at all. He was very efficient and very knowledgeable. Thanks to him and Kimberly for quickly cancelling our insurance when it became too expensive. Any questions we had were answered quickly! Kudos to Graham and Kimberly. Would recommend them any time!👏👍Brenda McEachern
W
WCCP Financevia Google
3 months ago
Tom is a true professional. He always goes above and beyond. We recently wanted to improve our monthly cash flow through becoming more financial aware of our spending habits. Tom took the time to analysis our monthly expenses and worked with us to come up with a plan. We feel very lucky to have Tom as our advisor. He ethical in every sense of the word. I give my highest recommendation for Tom.
B
Barrier Bay Resortvia Google
5 months ago
Thomas has for years given us great service and has always responded promptly to emails and calls. Recently he worked with our son and went above and beyond to make sure he understood the items we were discussing. Looking forward to working with Thomas for years to come.
A
Alex Haimsvia Google
5 months ago
I recently met with Hans from Cascade Financial to talk about life insurance and disability coverage. He was thoughtful, easy to talk to, and explained everything clearly. I left our meeting feeling well-informed and confident about my options. If you’re thinking about getting started with your own coverage, I highly recommend reaching out to Hans at Cascade Financial!
