Cassidy Financial Services

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

1 Pasco Dr, East Windsor, Connecticut, 0...

Phone Number

(860) 623-0104

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cassidy Financial Services

Cassidy Financial Services, LLC is a full-service financial services and insurance firm that provides investment advisory services through registered representatives and financial advisors. The company aims to help clients achieve financial freedom by assisting them in asset accumulation, protection, and effective wealth distribution. They emphasize personal attention and consistent communication to meet the unique needs of each client. Their services cater to individuals and businesses looking for retirement planning, estate planning, insurance, and investment strategies.Explore more
Cassidy Financial Services's Social MediaPopular SearchesCassidy Financial Services LLCCassidy Financial ServicesFinancial Services LLCcom CassidyFinancialServicesCassidy Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Cassidy Financial Services Org Chart

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Director, Business Development

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Senior Account Executive

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cassidy Financial Service...

<$5M
1-10
Private
-
2006
LS
Laura SvalestadDirector, Business Development
$5.8M
1-10
Private
<$5M
2014
James Parris, Chief Executive Officer & Founder at Ivory Wealth Management
James ParrisCEO & Founder
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2002
ML
Michelle LamonicaManager, Operations
<$5M
1-10
Private
-
-
DN
Darian NorrisSenior Manager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
DS
Daniel SuiterFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cassidy Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cassidy Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cassidy Financial Services.

Cassidy Financial Services Tech Stack

A closer look at the technologies used by Cassidy Financial Services

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Frequently Asked Questions Regarding Cassidy Financial Services

What is Cassidy Financial Services's official website?
Cassidy Financial Services's official website is www.cassidyfinancialservices.com
What is Cassidy Financial Services's Revenue?
Cassidy Financial Services's revenue is <$5 Million
What is Cassidy Financial Services's SIC code?
Cassidy Financial Services's SIC: 62,628
What is Cassidy Financial Services's NAICS code?
Cassidy Financial Services's NAICS: 52,523
How many employees does Cassidy Financial Services have?
Cassidy Financial Services has 1-10 employees
What industry does Cassidy Financial Services belong to?
Cassidy Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Cassidy Financial Services competition?
Cassidy Financial Services top competitors include: investwithdoug.com, Davis Global Wealth Management, Retirement Advisors, UnionAdvantage Financial
What technology does Cassidy Financial Services use?
Some of the popular technologies that Cassidy Financial Services uses are: Cloudflare Website Optimization, Smarsh, Google Font API, Google Tag Manager
How do I contact Cassidy Financial Services?
Cassidy Financial Services contact info: Phone number: (860) 623-0104 Website: www.cassidyfinancialservices.com
What does Cassidy Financial Services do?

Cassidy Financial Services, LLC is a full-service financial services and insurance firm that provides investment advisory services through registered representatives and financial advisors. The company aims to help clients achieve financial freedom by assisting them in asset accumulation, protection, and effective wealth distribution. They emphasiz... e personal attention and consistent communication to meet the unique needs of each client. Their services cater to individuals and businesses looking for retirement planning, estate planning, insurance, and investment strategies.Read More

What are Cassidy Financial Services social media links?
Cassidy Financial Services Linkedin page Cassidy Financial Services Facebook page
Is Cassidy Financial Services a public company?
Cassidy Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Cassidy Financial Services

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