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Originating from a distinct vision rooted in the recognition of widespread lack in financial resources, Casella & Associates stands as a well-respected entity in the financial planning industry. Committed to education and fiduciary advice is a firm focused on education, rather than solely offering financial products.  The firm empowers clients through a comprehensive financial planning process, fostering financial equality and informed decision-making. By building trust and promoting financial well-being, we support individuals in achieving independence and stability through tailored guidance that meets them where they are.

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"Education is the Basis for Our Process"

Alex Casella, Managing Director

Our Story

Our Core Values

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Casella & Associates embodies empathy, trust, integrity, continuous learning, and philanthropy in it's 6 core values. Committed to transparency and ethical conduct, the firm fosters lasting relationships while prioritizing growth and community impact.  Through our Core Values, we drive success while uplifting individuals and communities.

Health First

Emphasizes the importance of prioritizing holistic well-being as the foundation for life success. Highlighting the integration of   a healthy body, mind, and business/career.

Excellence, Growth, & Learning  Mindset

Excellence is not a fixed state but a continual pursuit. Emphasizing learning, and a growth-oriented mindset helps individuals and organizations consistently improve and reach their highest potential

Always Be Humble & Kind

Humility and kindness foster open-mindedness, compassion, and empathy.  Creating a positive environment where people feel valued, heard, and supported.

Honest & Trustworthy

Relationships

Trust grows through transparency, reliability, and consistency. Forming the foundation for authentic, lasting relationships.

If it's to Be It's up to Me

Taking personal responsibility and ownership of actions, decisions, and outcomes highlights accountability and proactively shaping the future

Philanthropic Empowerment

Through acts of generosity and volunteerism, we are committed to social responsibility and sharing our success to enrich our communities.

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Our Process

Our personalized process creates a personalized financial experience based on advice and strategies, not products. Starting with a conversation to understand you and your financial goals to help find the right solution for your financial success.​

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Whether you're looking for us to help you in one area, or various areas, we're here to support you every step of the way.

Discover

The start of the process is a personalized session to understand your goals, values, and current financial standing.

Advise

The "advice" phase involves providing tailored recommendations and guidance to help address specific needs or challenges identified earlier in the process

Take Action!

Action steps to put your plan in motion, with options to implement independently or with our support.

Our Pathways

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We provide three service levels to help you reach your financial goals. From holistic financial advice, to advanced planning strategies, full-service wealth management, and needs-based planning, we offer personalized solutions to match your unique financial journey.

EmpowerOne

For the person looking for personalized advice, strategies and ongoing support to stay on top of their financial goals.

EmpowerProtect

For the person looking for needs-based planning and insurance solutions to safeguard what matters most, comprehensive coverage and peace of mind.

EmpowerGrow

For the person who is looking for guidance on managing investment portfolios, asset allocation and risk tolerance with investment advisory services.

Check the background of your financial professional on FINRA's BrokerCheck.

 

Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC

800-873-7637 www.htk.com, Casella & Associates is not affiliated with HTK.  The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

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Our representatives are insurance and securities licensed in the state of CT, as well as additional states. This is not an offer or solicitation in any state where reps are not licensed or registered.

© 2025 Casella & Associates

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