CASCO Financial Group

CASCO Financial Group

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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

Retire Wise | August 2026 08/11/2026

Read the latest issue of Retire Wise here:

Retire Wise | August 2026 Grandparents looking for new ways to support their grandchildren's education have reason to pay attention this year. In this month's Retire Wise, learn about…

The Week Ahead | Cetera 08/10/2026

Last week's employment report raised questions about the health of the labor market, but a closer look at the data tells a more nuanced story. Join CIO Gene Goldman on this week's episode of as he discusses the latest jobs report, previews upcoming inflation data, and explores how economic developments may factor into the Federal Reserve's ongoing policy discussions.

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...

July 2026 Monthly Recap 08/04/2026

This Monthly Recap summarizes market performance, major events and news from July 2026. Read more here:

July 2026 Monthly Recap Broad market stocks finished a volatile month little changed with the S&P 500 capping its first winning week of the month, ending July just 0.06% in the red.…

The Week Ahead | Cetera 08/03/2026

A stronger-than-expected jobs report could give the Fed additional confidence to keep rates higher for longer. Join CIO Gene Goldman on this week's episode of as he breaks down the July payroll outlook, the labor market signals pointing to a potential rebound, and what investors should watch as markets navigate inflation and interest rate uncertainty.

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...

The Week Ahead | Cetera 07/27/2026

A busy week of economic data is ahead, but all eyes are on the Fed. Join CIO Gene Goldman on this week’s episode of as he breaks down what to expect from the upcoming Fed meeting, the latest inflation risks, and why September could be a key month for interest 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...

The Week Ahead | Cetera 07/20/2026

What's driving the recent market volatility? In this week's , CIO Gene Goldman discusses the factors behind recent market weakness and explains why pullbacks can remain opportunities for long-term investors.

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...

What's Behind the Market Volatility and What It Means for You 07/17/2026

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broader market has remained more resilient, reinforcing the value of diversification and a long-term perspective.
Read the Cetera Investment Management Team's latest market commentary:

What's Behind the Market Volatility and What It Means for You Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broader market has remained more resilient,…

Financial Watch | July 2026 07/16/2026

Read the latest issue of Financial Watch here:

Financial Watch | July 2026 Your emergency fund is one of the most important financial tools you have. It is what stands between an unexpected car repair and a credit card balance that…

Retire Wise | July 2026 07/14/2026

Read the latest issue of Retire Wise here:

Retire Wise | July 2026 Inflation works quietly in the background, and over time, even a modest rise in the cost of everyday goods and services can chip away at the lifestyle you…

The Week Ahead | Cetera 07/13/2026

Earnings season begins this week, with major banks kicking off a six-week stretch of quarterly reports. Join CIO Gene Goldman as he explains why earnings matter, what investors should watch for in the latest results, and how markets may respond as companies report against elevated expectations 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...

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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