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Robert H. Cassada, Jr., CFP®

Wells Fargo Bank

919 East Main Street
Richmond, VA 23219
Phone: (804) 697-7026

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Household Income Minimum: $0
Investable Asset Minimum: $2,000,000

Specialties
  • Comprehensive Financial Planning
  • Banking
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.