Florida Office (239) 262-6577

New York Office (585) 383-0180


 

CAS News

 


Will Your Beneficiaries Remain “SECURE” with New Bill?

By Paul F. Ciccarelli CFP®, CHFC ®, CLU® 2019 has maintained its status as a year of tumultuous political and economic change, and there may be more developments just around the corner. On May 23, 2019, the House of Representatives approved a bill, which if passed into law, could change the face

READ MORE

 

Economic Updates

Stay up-to-date on economic conditions and outlook with our analysis and commentary.

Financial Education

Our advisors share their insights and experience on a wide range of financial topics.

Published Articles

Discover our collection of advisor-generated content; featured in local publications.

CAS Team Achievements

Learn more about the recent accomplishments and community involvement of our family team.

Events & Webinars

Check out our webinar series and recap of 2018 events.

On the Lighter Side

Enjoy some fun content about lifestyle and CAS happenings.

Receive weekly updates from your CAS family!