CASCO Financial Group
CASCO Financial Group is a full-service financial advisory firm, dedicated to helping clients assess, plan for and potentially achieve their financial goals.
Services We Offer:
Free Notary Service to our Clients
Financial and Estate Planning
We work with clients and provide financial plans of various types and complexities, such as Estate Plans and Retirement Capital and Income Projections. Custom Portfolio Building
We conduct portfolio building and investment analysis - where we review investments and provide recommendations among different types of assets with a view toward fulfilling financial planning objectives. Asset Management
Our asset management clients receive the flexibility to research, analyze, build and maintain a well-diversified portfolio with a broad range of investment choices, including no load and load-waived mutual funds, closed-end mutual funds, stocks, bonds, UITs, REITs, CDs and more. Advisory Services
Specialized services at an hourly rate, such as advisor sounding board, financial problem solving, and financial coaching around issues, such as retirement, taxes, debt and cash flow
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CASCO Financial Group nor Cetera offer tax or legal advice; please consult a qualified professional for advice. This site is published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.
10/01/2026
This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:
2026 Third Quarter Recap Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…
09/29/2026
In Cetera's latest commentary, they explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape. Discover what’s driving the recent volatility and how investors can navigate an increasingly temperamental market environment.
The Temperamental Era Hits Stocks, Too In our latest commentary, we explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape.…
09/28/2026
A busy week of economic data could have major implications for markets.
In this week's episode of , Brian Klimke breaks down the key reports investors will be watching, including Friday's nonfarm payrolls report, wage growth, PCE inflation data, and ISM Manufacturing.
With markets focused on both Federal Reserve policy and rising long-term Treasury yields, stronger economic data could reignite concerns about inflation and higher rates.
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
09/21/2026
The Fed's latest rate decision has captured attention, but earnings season may provide additional insight into the health of corporate America.
In this week's , CIO Gene Goldman discusses earnings expectations, the sectors driving recent growth, and key areas to watch as companies begin reporting quarterly results.
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
09/17/2026
Read the latest issue of Financial Watch here:
Financial Watch | September 2026 When you know where your money is going, it can be easier to make sure it's going toward the things that matter most to you. In this month's Financial Watch,…
09/14/2026
Could the Fed pull the trigger on another rate hike?
Inflation pressures remain elevated, so will be watching Wednesday's FOMC meeting closely.
Chief Market Strategist Brian Klimke discusses what the Fed is expected to do, why inflation remains a challenge, and what bond markets are signaling for the year ahead in .
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
09/08/2026
Jobs, inflation, and interest rates remain closely connected, making this week's inflation data especially important for markets and the Federal Reserve.
Join CIO Gene Goldman on this week's episode of as he examines the final inflation reports before the Fed's September 16 meeting, what recent labor market data tells us about the economy, and why persistent price pressures could influence the outlook for interest rates and market performance.
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
09/08/2026
Read the latest issue of Retire Wise here:
Retire Wise | September 2026 For a lot of retirees, filing for Social Security felt like crossing a finish line. But the strategy behind that decision doesn't have to stay frozen the day…
09/02/2026
This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:
August 2026 Monthly Recap U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…
08/31/2026
What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
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Website
Address
2525 W Carefree Highway, Ste 112
Phoenix, AZ
85085
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |
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