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Cassaday and Company, Inc.

8180 Greensboro Drive Suite 1180
Mclean, VA 22102

(703) 506-8200

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Contact Information

Main
(703) 506-8200
Toll-Free
(800) 672-2102

Who We Are

Cassaday & Company staff works to coordinate your estate, tax, insurance and investment affairs. Staff works closely with estate planning professionals. While no estate planning documents are prepared by the staff, advisors keep abreast of developments that may impact estate plans and can help clients better understand what changes need to be made to their estate plan.

Services include: 

  • Review of an estate plan
  • Strategies to minimize estate tax 
  • Referal solutions for trustee 
  • Legacy planning
  • Estate administration 

 

Who We Serve

Languages Spoken
English
Service Area(s)
Alexandria City
,
Fairfax City
,
Fairfax County
,
Falls Church City

Cost & Payment Methods

Payment Method(s)
Private Pay
Fee Structure
Fixed Fee

Age Requirements
18 and over
Family
No

Available 24/7
No

Intake Process
Call to make appointment. Visit the website for information.
Intake Contact Email
info@cassaday.com

Report Problems
Call the Agency