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9301 Bryant Avenue South, Suite 101, Bloomington, MN 55420

(952) 334-6482

About Us

What We Strive For

What We Strive For

Located in Bloomington, MN, Casey Financial Services proudly serves clients nationwide. Our commitment is to help individuals and families feel confident and secure about their financial future. Through personalized retirement and investment plans, we aim to reflect what matters most to our clients. By fostering honest conversations and providing clear guidance, we strive to build lasting relationships and offer peace of mind every step of the way.

Why We Do What We Do

Our mission is simple: to help people feel confident and secure about their financial future. We work closely with individuals and families to create personalized retirement and investment plans that reflect what matters most to them. Through honest conversations, clear guidance, and a deep commitment to doing what’s right, we aim to build lasting relationships and provide peace of mind every step of the way.

A Look Into Our Process

Our carefully-built approach is designed to support you on your financial journey, providing guidance and experience along the way to help you achieve your dreams.

STEP

1

Initial Meeting

 We begin by meeting with prospective clients to determine if we’re a good fit for each other.

STEP

2

Account Discussion

We discuss current account details and share information to create a proposal for review.

STEP

3

Proposal Review

 Once the client decides to move forward with our proposal, we collaborate to collect the additional information needed to begin their client file.

STEP

4

Flexible Meetings

 Clients can choose to meet in person, via phone, or online, ensuring convenient access to our services while managing their busy lives.

Meet Our Team

Chris Casey

Chris Casey

Advisor/Owner

(952) 334-6482

chris.casey@osaicwealth.com

I am the President and Owner of Casey Financial Services, where I have been privileged to guide clients through their financial journeys since stepping into the financial services industry in 2000. Before I embarked on this path, I...
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Michelle Quirk

Michelle Quirk

Operations

michelle.quirk@osaicwealth.com

I am the Director of Operations at Casey Financial Services, where I have the privilege of wearing many hats. My primary responsibilities include managing our marketing efforts through social media and email, ensuring our customer care...
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Steve Olson

Steve Olson

Paraplanner

steve.olson@osaicwealth.com

I am a Paraplanner at Casey Financial Services, where I focus on assisting with client account servicing and financial planning, specializing in investment selection. With over eight years of experience in the financial services...
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Jeanne Preston

Jeanne Preston

Registered Assistant

jeanne.preston@osaicwealth.com

I am a Registered Assistant at Casey Financial Services, where I joined the team in October 2024. With over 27 years of experience in the financial services industry, I've had the opportunity to work with several esteemed organizations...
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