Raymond James Casey

I was lost, but now I am found. After working over 25 years in the financial services industry I thought I had my finances in line. I was correct. However, the potential risk of not having a trust was an area that I overlooked. I attended the education seminar hosted by Williams, Allen, Casey LPA and... learned enough to realize that I needed a plan. I was very impressed that the firm had a true process to estate planning and that it wasn’t just another service they offered. We set an appointment and we were introduced to Ray. Ray was very informative, and we met several times. Never once did my wife and I feel like we did not know what was being discussed. This is a very complicated matter, but Ray's approach makes Estate Planning easy to comprehend. It doesn’t hurt that Ray is just a nice guy and easy to talk to. I was more than impressed with both the firm and Ray with how they handled our situation and put us in a great position to lower the overall risk of our estate. After what I learned and what we accomplished there is no way I could have done this on my own. Thank you Raymond and everyone at Williams, Allen Casey.

Wow. Awesome. Caring. Compassionate. Responsive. Innovative. Proactive. Involved. These are words that do not begin to describe my experience with the organization and with all I have interacted. Upon the recommendation of trusted financial and legal professionals, my wife embarked on the journey to... create a trust encompassing complicated personal and business components, which has turned out to be one of her best moves. Faced with a multitude of complexities, the firm has been able to put my daughter, our business interests, and myself in a comfortable, protected, and secure position upon her passing. Thanks to their efforts, we are all able to proceed and enjoy the fruits of my wife’s innovative and creative spirit.

I've been a client for a few years now and the whole team at William Allen Casey are simply the best in the business when it comes to estate planning -- not only Scott, Jen, and Ray, but all of their support staff is outstanding. They thoroughly educate their clients and help them make informed decis...ions throughout the initial estate creation and then continue to go above and beyond through additional educational programs throughout the years that follow. Their process is very refined and they make their customers feel very comfortable even while working through some difficult topics -- just very easy to work with. I couldn't be happier with their services! Specifically for Ray, his practical knowledge comes through very well in conversation and he uses his dry but witty sense of humor very appropriately to add levity to discussions when necessary.

Ray Casey has recently joined the Scott Williams team. We have been impressed with his energy and interest in working with the personal needs of clients like us. Ray is now licensed in Florida which is something very important to my wife and I. We continue to be overwhelmed with the level of serv...ice and dedication to the Firm's clients. We are very pleased to have Ray on the team,=.