Scott and his staff are Very knowledgeable, kind and attentive! I used a company for 15 years out west and never, ever experienced the service I have now with McCaskill! I’ve been with them now for over five years! The family and friends that have moved to Scott have said the same!! Please don’t hesitate like they did!!!
December 2023
Scott and his team are knowledgeable, helpful and easy to work with.
December 2023
Exceptional financial advice and services along with a staff of professionals who go over and above to provide support to us, thanks!!!!
We are a full-service financial planning and investment management firm specializing in pre-retirement and retirement planning. We help with 401(k), IRA, 529, SEP, social security, pensions, estate planning, and many more. Our firm is an independent fee-based practice and has been voted "Best of the Best" by the Frederick News Post, and "Best Financial Advisor" by Frederick Magazine. Please feel free to contact our office for a complimentary consultation. We look forward to helping you achieve your financial goals.
