Services Offered
Wealth Management Strategy
Comprehensive financial planning and investment strategies tailored to individual client goals and risk tolerance.
Portfolio Management
Professional management of investment portfolios with ongoing monitoring and adjustments for optimal performance.
Fiduciary Advisory Services
Ethical financial advice with a legal obligation to prioritize client interests, ensuring transparency and trust.
Retirement Planning
Customized plans for retirement savings, income strategies, and long-term financial security.
Client Communication and Support
Regular one-on-one consultations and accessible guidance to address questions and adapt to changing needs.
Reviews
5(5 reviews)
Rating Distribution
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Kevin Burrus
via Google
3 months ago
Casey and the team at Stonecrest provide an exceptional level of service and financial expertise. Casey has a deep understanding of wealth management strategy and communicates complex concepts in a way that’s easy to understand. I was especially impressed by the efficiency of their process and the professionalism of their approach — it’s clear they’ve built a system that truly puts clients first. I highly recommend Casey to anyone looking for a highly capable and trustworthy financial advisor.
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Trish Younggrenvia Google
12 months ago
Stone Crest and Casey has done a phenomenal job managing my portfolio with excellent results and ongoing communication. He answers questions before they are formulated! Incredible knowledge and experience in financial management.
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Bill Hamiltonvia Google
over 2 years ago
I might be biased because I met Casey about four years ago through my wife, and I was instantly impressed with his wealth of experience spanning nearly three decades. Among his friends and clients, Casey is known for his diverse qualifications and commitment to ethical financial planning. Hope to work with you on my financial portfolio in the near future, Casey!
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Didivia Google
over 2 years ago
I have had the privilege of working with Casey for some time now and the one thing that I can say that I love most is his customer service. He is always accessible for one-on-one conversations unlike other advisors that I have used in the past. His expertise, dedication, and commitment for our financial well-being is exceptional. I trust him with our financial goals, guidance and advise. Thank you Casey!
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Alla Aliyevavia Google
over 2 years ago
I'm new to the financial world. I was interested in finding Fiduciary, someone who is ethically obligated to put his client's interest ahead of his own . So when my daughter recommended Casey's business, I googled it first. Casey's business stood out because trust and personalization matter to me most. I was impressed how helpful and knowledgeable he is. Thanks so much, Casey!
