Wealth Services
Middletown Valley Bank has partnered with McCaskill Financial to help you navigate your financial future, providing investment management and financial planning. McCaskill Financial is here to manage the complete financial and investment picture by focusing on smart asset portfolios, risk management techniques, and retirement income planning, along with efficient tax strategies and estate plan design. Investment products are not insured by the FDIC, are not deposits, and may lose value.
Guiding You Every Step of the Way
At the end of the day, we evaluate ourselves based on the impact we've had on our clients' lives, the milestones we've helped them reach, and the relationships we've built.
Creating Genuine Relationships
Our planning goes beyond just crunching the numbers. We help you find and follow your dreams.
Designing Personalized Strategies
We aim to develop a strategy that's designed to address your individual situation, giving you the support you need.
Mitigating Risk
From managing wealth to mitigating tax burdens, we help grow and protect what you’ve worked so hard to build.
Learn More About Our Services:
Financial Planning
Wise financial planning provides a clear roadmap for achieving your financial goals and helps you make informed decisions about your money. We’ll help you with the following:
- Retirement Planning
- Education Planning
- Tax Planning
- Estate Planning
Investment Management
Our goal is to help you maximize returns while seeking to minimize risk, allowing you to pursue your financial goals. McCaskill Financial offers a range of account management programs to meet your specific needs:
- Private Wealth Management
- Assets Under Management
- Wealth Builder Program
Consulting for Businesses
We'll help design and implement a cost-effective retirement plan that attracts and retains top talent, while also helping you address your own retirement goals.
Connect with McCaskill Financial Today!
Contact Us
Already have a Wealth account with us?
McCaskill Financial | 220 West Patrick Street, Frederick, MD | P 301.668.7366 | F 301.662.7781
Products and services offered by McCaskill Financial and/or Commonwealth not insured by FDIC or any other agency of the United States; not a deposit or obligation of nor guaranteed or insured by any bank or bank affiliate; subject to investment risk, including possible loss of value.
Securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate and not offered through Commonwealth. McCaskill Financial does not offer tax preparation, accounting or legal services.
*Middletown Valley Bank, McCaskill Financial, and Commonwealth are engaged in a referral arrangement where the bank refers potential clients to McCaskill Financial and Commonwealth. The bank receives a percentage of the commissions and fees, as applicable, received by McCaskill Financial and Commonwealth resulting from these referrals. These payments create a financial incentive for Middletown Valley Bank to recommend McCaskill Financial and Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. Middletown Valley Bank is not a client of McCaskill Financial or Commonwealth. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about McCaskill Financial and Commonwealth, go to www.mccaskill-financial.com.