Casey Craig

Casey Craig Email and Phone Number

Founding Partner Highlander Financial Group @ Highlander Financial Group
gaithersburg, maryland, united states
About Casey Craig

Casey Craig is a seasoned Financial Services Professional with experience in retirement income planning and wealth preservation. Utilizing professional money management techniques and risk portfolio analysis, Casey helps clients achieve their pre-retirement and retirement financial goals. With 20 years of financial services experience, Casey's approach is defined by his client-focused experience, and exceptional portfolio performance. Areas of Specialty include:*Investment Portfolio Management*Pre-retirement and Retirement Income Planning*Wealth Management & Preservation *Risk Portfolio Evaluation & Risk Transfer Techniques*Estate Planning Solutions*Financial Planning*Planned Giving• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Casey Craig's Current Company Details
Highlander Financial Group

Highlander Financial Group

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Founding Partner Highlander Financial Group
gaithersburg, maryland, united states
Employees:
7
Casey Craig Work Experience Details
  • Highlander Financial Group
    Founding Partner
    Highlander Financial Group Jun 2012 - Present
    Washington Dc-Baltimore Area
    Founder and Partner of Highlander Financial Group, an independent financial planning firm based in Rockville, MD and serving the Greater Washington, DC area.Highlander Financial Group is an independent financial services firm dedicated to helping our clients meet their long term objectives. When working with a financial professional it is important that all parts of your plan are working together, and we are committed to making that happen with uncommon devotion.

Casey Craig Skills

Retirement Planning Retirement Mutual Funds Finance Pensions Fixed Annuities Employee Benefits Life Insurance Estate Planning Financial Services Portfolio Management Insurance Disability Insurance Financial Advisory Long Term Care Investment Management Analysis Management Sales Leadership Strategy

Casey Craig Education Details

Frequently Asked Questions about Casey Craig

What company does Casey Craig work for?

Casey Craig works for Highlander Financial Group

What is Casey Craig's role at the current company?

Casey Craig's current role is Founding Partner Highlander Financial Group.

What is Casey Craig's email address?

Casey Craig's email address is kc****@****ail.com

What is Casey Craig's direct phone number?

Casey Craig's direct phone number is +120227*****

What schools did Casey Craig attend?

Casey Craig attended Central Michigan University, Napoleon High School.

What are some of Casey Craig's interests?

Casey Craig has interest in Civil Rights And Social Action, Children, Education.

What skills is Casey Craig known for?

Casey Craig has skills like Retirement Planning, Retirement, Mutual Funds, Finance, Pensions, Fixed Annuities, Employee Benefits, Life Insurance, Estate Planning, Financial Services, Portfolio Management, Insurance.

Who are Casey Craig's colleagues?

Casey Craig's colleagues are E. David Grenham, Celina Collazo, David Vang.

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