CASSEDY AND COMPANY, INC.
TALLAHASSEE, FLORIDA

Cassedy and Company, Inc., founded in 1993 by Marshall Cassedy, is a financial services firm dedicated to providing focused, customized solutions tailored to clients' long-term financial goals. The company emerged from Marshall's vision of offering top-of-the-line recommendations and sound financial management, prioritizing customer-driven plans over profit maximization. The team expanded with Kimberly Ritchie joining in 2000 and Marshall’s son Richard Cassedy in 2012, enhancing the firm's capacity to serve more clients within their community. Situated in Tallahassee, Florida, and incorporated on January 5, 2010, Cassedy and Company operates under the status of DOMP (Domestic Profit Corporation). The firm is registered with a filing number P10000000967. The company headquarters are located at PO Box 12706, Tallahassee, FL, 32317, reachable via phone numbers (850) 386-4700 and (850) 386-4717. Clients can find additional information or engage services through their website at cassedyandcompany.com. Cassedy and Company provides a range of financial products and services to individual clients, including first-time investors looking for personalized guidance and seasoned investors aiming to optimize their portfolios. The firm’s expertise in providing seasoned advice, solid diversification strategies, and exceptional customer service underpins their offerings. Noteworthy events include its reinstatement on September 18, 2012, with their most recent annual report filed on April 8, 2024. The leadership team comprises Marshall R Cassedy as President, Anne P Edwards as Treasurer, and Susan R Cassedy as Vice President, collectively steering the organization with years of combined experience in financial planning and management. Their commitment to assisting clients through personalized advice reflects their unwavering dedication to achieving each client's individual financial ambitions.