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
06/09/2026
Read the latest issue of Retire Wise here:
Retire Wise | June 2026 Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…
06/08/2026
Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise 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...
06/05/2026
No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, the Cetera Investment Team explains why portfolios with global exposure are better equipped to adapt, adjust, and stay competitive no matter how the game changes.
PLAYING ON A GLOBAL STAGE: The Case for International Diversification The 2026 FIFA World Cup features a record 48 teams from six continents, with matches held across the United States, Canada, and Mexico. Billions of viewers…
06/02/2026
This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:
May 2026 Monthly Recap U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…
06/01/2026
Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks 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...
05/26/2026
A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, 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...
05/21/2026
Read the latest issue of Financial Watch here:
Financial Watch | May 2026 When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…
05/18/2026
A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains 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...
05/14/2026
Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t have to be scary. Staying flexible and opportunistic still matters.
Record Highs Meeting Rising Risks: Stay Opportunistic Amid Potential Volatility Markets are at record highs—but it’s not all smooth sailing. Inflation and global headlines may stir up some bumps, and rate cuts may be harder to come by.…
05/11/2026
CPI hits Tuesday. PPI follows Wednesday. With elevated energy costs and sticky services prices, the data could surprise—and influence how long the Fed stays on hold. CIO Gene Goldman breaks down what to watch and why it matters for markets 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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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 |