Mccaskill Financial
Think Local, Think McCaskill”. With over 100 years of financial advisory experience, we at McCaskill Financial believe very deeply in being immersed in the Frederick community and providing a resource to its residents and the surrounding areas. Our professionals focus on the comprehensive financial planning process to address all of our client’s investment and planning needs. As an independent practice, we offer a personalized financial strategy, not a generic investment program. Individual portfolios will be based on the client's unique situation, their attitudes, risk tolerances, and goals. It will be designed to account for change, both in the market and in the client's personal life, so that it can work with them through every stage of their life. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Commonwealth Financial may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available to in every state and through every representative or advisor listed. McCaskill Financial. 220 West Patrick Street. Frederick, MD 21701. P (301) 668-7366. This communication is strictly intended for individuals residing in the states of AR, CA, CO, DE, DC, FL, GA, IL, KY, ME, MD, MO, NV, NY, NC, OH, PA, SC, TN, TX, VA, & WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use:
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Brett Kraimer
401(K) Plan Consultant · Sales & Business Development
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Elizabeth Lorenzen
Administrative Assistant · Operations
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Sean Wade
Analyst · Finance & Accounting
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- 1401(k) plan consultant
- 1administrative assistant
- 1analyst
- 1director of business development
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