Our Services
Comprehensive Financial Services
Cashdollar & Associates, LLC offers a full range of comprehensive financial services. David Cashdollar will review your financial needs at your convenience. Recommendations are then prepared to address your goals or needs. His commitment is to you and not to a particular investment product.
A personal investment strategy is presented and options provided. Careful, well-planned investing is the cornerstone of financial security.Cashdollar & Associates, LLC searches for the most appropriate investments available - investments that remain consistent with your goals, risk tolerance, and other factors.
Qualifications
MetDesk® Specialist, MetLife's Division of Estate Planning for Special Kids
Registered Representative of Walnut Street Securities, Inc.
Member, Financial Planning Association (FPA)
Member, National Association of Insurance and Financial Advisors (NAIFA)
CERTIFIED FINANCIAL PLANNER™ Certificant (CFP®)
Series 6, 7, 63, 65 & 24 Securities Licensing
Member, National Tax Shelter Account Association (NTSAA)
Retirement Services & Investments
401(k) Plans
403(b) Plans/Tax Advantaged Annuities
IRA's - Traditional, Roth, SEP, Simple and Rollovers
Profit Sharing & Money Purchase Plans
Long-Term Care Insurance Planning
Estate Planning Assistance**
Investment Services*
Mutual Funds
Stocks
Bonds - Taxable and Tax-free
Annuities, Fixed and Variable
Trust Accounts**
Estates
College Investment Accounts/ 529 Plans
Single, Joint and Children's Accounts
Insurance
Life Insurance
Disability Income Insurance
Long-Term Care Insurance
*David Cashdollar is a registered representative and investment advisor representative of and offers securities and investment adviosry services through Walnut Street Securities, Inc. (WSS) a broker/dealer (member FINRA/SIPC) and a Registered Investment Advisor. WSS is an affiliate of MetLife. Cashdollar & Associates, LLC is not a subsidiary or control affiliate of WSS.
**Registered representatives of WSS do not provide tax or legal advice. Please seek the advice of your tax or legal professional before making any decisions.
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