Cassidy Financial Group is a wealth management firm that offers customized programs designed to help grow, protect, and conserve client wealth. They emphasize a high level of personalized service and expertise in areas such as retirement planning, estate planning, and investment management. The firm operates as an independent entity, with its securities and investment advisory services offered through its affiliation with Royal Alliance Associates, Inc., a registered broker-dealer and member of FINRA/SIPC.

Founded in

United States