5 /5 Lisa Davis: Richard has been our financial advisor for over two years now. My husband and I LOVE him. I think hes incredibility funny and very professional which allowed my husband to immediately... be at ease and trust in him during our very first meeting, (which is not my husbands normal.) Richard stays in close contact with us and always offers ways to help us professionally and even has helped me personally, which is so appreciated. We are so thankful to have him, I highly recommend Richard Cassedy.