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Cascade Investment Group

Specializing in financial and tax planning, risk and portfolio management.

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Retirement Planning

Our firm was founded on the principle that an independent and individualized approach is in the sole best interests of each client. We believe that client interests are best served by dedicated professionals who make active decisions on behalf of clients.

We build portfolios for our clients on an individual basis after determining their needs, restrictions, experiences and other related investment planning information. We will use individual equities and bonds, third-party managers, index funds or other investment tools as necessary to fulfill your needs and to help you reach your goals.

We believe that clients deserve to be served by an investment firm that puts client interests ahead of the firm’s or advisor’s interests. We believe that we are obligated to do so as we work with clients in a fee-based, advisory relationship. Cascade Investment Group is a Registered Investment Advisor under the Securities and Exchange Commission (SEC) and our duty to our client interests comes first.

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Phone: 719.632.0818
Toll-free: 800.984.9074
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Phone: 719-632-0818
Toll-free: 800-984-9074
Fax: 719-632-0887

444 East Pikes Peak Avenue
Suite 200
Colorado Springs, CO 80903
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Recent Blog Posts

  • Tips on the Stimulus Payments
  • Does Danger Lurk In Your Forms?

Cascade Investment Group, Inc. is a dully registered broker-dealer and registered investment adviser. Advisory services are only offered to clients or prospective clients where Cascade Investment Group, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cascade Investment Group, Inc. unless a client service agreement is in place.

© 2023 Cascade Investment Group · Member SIPC/FINRA

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