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David C
Chesterland, OH
Independence Capital Co., Inc.
David Cassese is a financial advisor with Independence Capital Co., Inc. who holds CPA credentials and has 25 years of industry experience. He has worked at Legacy Financial Services, Inc. since 2004 and operates Cassese + Company, which he founded in 1992. Outside of advisory work, he owns IC Products LLC, a business specializing in ice cream technology and equipment, and provides accounting, tax preparation, and business consulting services. Independence Capital Company, Inc. serves individual and institutional clients with investment advisory and financial planning services, managing approximately $118.7 million across about 300 client relationships. The firm employs fundamental analysis and a long-term trading approach, tailoring portfolios to client objectives and risk tolerances while offering a broad range of investment products and third-party manager solutions.
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