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McCaskill Financial

Financial Planning & Investment Management Services in Frederick MD

220 West Patrick Street
Frederick, MD 21701
Phone: 301-668-7366 
Website: http://www.mccaskill-financial.com
Address Map  |  Driving Directions
Hours: By Appointment

 Welcome to McCaskill Financial Advisors in Frederick, MD

Financial Planning and Investment Management in Frederick, MD

Think Local, Think McCaskill!

About Us

As an indpendent financial firm in Frederick Md, we believe in offering you personlized advice and services to suit your investment needs. As a local Frederick, MD business it is our goal to ensure that we throughly provide a unique financial review for all of our clients. At McCaskill Financial we hope to become your partner in building a confident financial future.

Contact us at  301-668-7366

McCaskill Financial

 


Our Services in Frederick MD include:

Financial Planning

At McCaskill Financial our primary focus is on developing a finacial plan for your future. We will consider your Lifestyle and Resources and then focus on developing tools through Risk Tolerance, Asset Protection and IRA planning to create your financial plan.

Investment Mangement 

Assets Under Management (AUM) Program:

This program offers the client no-laod mutual funds, individual stocks, annuities and bond       management services 

Separately Managed Accounts (SMA)

This program is ideal for clients who seek tax efficient portfolios or who wish individual securities with active management

Commission (based) Platform

This program is typicall ideal for those clients just getting started in the investment process, but who wish to invest on a regualr bassis to develop a difersified portfolio

Request a quote for the financial information you need!


McCaskill Financial Advisers Offers Financial Planning in Frederick MD, Retirement Planning in Frederick MD, Estate Planning in Frederick MD & Investment Management Services in Frederick MD.

Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), Member FINRA/SIPC.

NFPSI is not affiliated with McCaskill Financial.

This webpage is published for residents of the United States only.  Registered Representatives and Investment Advisor Representatives of NFPSI 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 in every state and through every representative or advisor listed.  For additional information, please contact the NFPSI Compliance Department at 512-697-6000.

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McCaskill Financial

Financial Planning & Investment Management Services in Frederick MD

220 West Patrick Street
Frederick, MD 21701
Phone: 301-668-7366 
Address Map  |  Driving Directions

  


  
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