Cady Financial Services is an independent and comprehensive financial firm located in Meridian, ID. They are dedicated to providing personalized client experiences and taking care of what's important so that individuals can focus on what matters most to them. With a team of highly trained professionals, including owner and Investment Advisor Representative Michelle Cady, they offer a range of services such as investments, retirement planning, education planning, managing finances, asset management, business succession planning, charitable giving, and insurance planning. Their goal is to provide exceptional customer service and help clients grow, protect, and distribute their wealth in the most tax advantageous way.
Through their partnership with Cambridge Investment Research, Inc., Cady Financial Services has access to a team of highly trained virtual assistants who provide administrative support, allowing them to dedicate more time to their clients. With a focus on personalized attention to detail and excellent communication, they strive to ensure client satisfaction and welcome feedback. Whether individuals are looking for investment advice, retirement planning, or assistance with managing their finances, Cady Financial Services is committed to providing tailored solutions based on each client's unique circumstances.
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