McCaskill Financial

McCaskill Financial is a Financial Planner in Frederick, MD. The firm provides personalized wealth, retirement, estate, and tax strategies, with services that include investment management using data-driven strategies, retirement planning, estate planning, charitable giving options, and advanced tax methods to minimize liability. The team serves clients through life's financial transitions, managing investment portfolios, risk, retirement income, and estate plan design. The business holds a rating of 4.80 based on customer reviews. The team at McCaskill Financial develops tailored financial plans with sound investment solutions, coordinating wealth management, tax burden mitigation, and estate planning to help clients grow and protect what they have built. With more than 100 years of combined financial industry experience, the staff builds lasting relationships and creates customized plans to suit each client's unique situation. Scott A. McCaskill, CFP®, leads the firm's Assets Under Management program and is actively involved in client service, investment research, and portfolio management. His securities licenses include Series 24 (General Securities Principal), Series 31 (Futures Managed Funds Exam), Series 7 (General Securities Representative), Series 65 (Uniform Investment Advisor Law Exam), and Series 66 (Uniform Combined State Law Exam). Scott McCaskill also writes a monthly column on financial planning and investment management for Frederick Magazine. The team includes Heidi Horine, Client Experience Coordinator; Lisa Brandenburg, Director of Operations; Sean Wade, Analyst; Liz Lorenzen, Administrative Assistant; and Brett Kraimer, 401(k) Client Services. McCaskill Financial is located at 220 W Patrick St, Frederick, MD. Clients have given the firm a positive rating, reflecting the seasoned guidance and personalized attention the team provides across wealth, retirement, and estate matters in Frederick, MD.

McCaskill Financial sits on West Patrick Street in Frederick, MD, just steps from the junction with South Bentz Street and near Carroll Creek, Mullinix Park, the Spire, and the Joseph D. Baker Bell Tower and Carillon.

On BizScoreAI, McCaskill Financial holds a Technical score of 88 out of 100, which reflects that the website is technically sound, secure, and indexable so search engines can read it without errors. The firm's Discoverability score is 75 out of 100, measuring that AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business. McCaskill Financial ranks number 3 of 12 Financial Planner businesses that BizScoreAI has scored in Frederick.