Cassidy Financial Group
Financial Services, 3637 Nw 51st St, City, Oklahoma, 73112, United States, 1-10 Employees
Phone Number: +14*********
Who is CASSIDY FINANCIAL GROUP
Cassidy Financial Group, Inc. was established in 2001 to serve families and help them realize their financial goals. For the last decade, its path to success has remained unchanged. CFG h...
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Headquarters: 3637 Nw 51st St, Oklahoma City, Oklahoma, 73112, United States
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Date Founded: 2001
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding Cassidy Financial Group
Answer: Cassidy Financial Group's headquarters are located at 3637 Nw 51st St, City, Oklahoma, 73112, United States
Answer: Cassidy Financial Group's phone number is +14*********
Answer: Cassidy Financial Group's official website is https://cassidyfinancialgroupinc.com
Answer: Cassidy Financial Group's revenue is Under $1 Million
Answer: Cassidy Financial Group's SIC: 6282
Answer: Cassidy Financial Group's NAICS: 523930
Answer: Cassidy Financial Group has 1-10 employees
Answer: Cassidy Financial Group is in Financial Services
Answer: Cassidy Financial Group contact info: Phone number: +14********* Website: https://cassidyfinancialgroupinc.com
Answer: Cassidy Financial Group, Inc. was established in 2001 to serve families and help them realize their financial goals. For the last decade, its path to success has remained unchanged. CFG has made it clear that constantly keeping the clients interests in focus generates the desired results for all parties. CFGs core strategy focuses on protection of assets and implementing conservative wealth strategies over time. Our main emphasis is in the field helping to keep our clients safe while building for their future. The doors to CFG were opened eleven years ago to increase the integrity and authenticity of the financial industry. Diann, President and Chief Executive Officer of CFG, ascertained that many affluent investors lacked strong relationships with the advisors and held financial solutions not tailored to clients specific goals and ambitions. She established CFG to fill this void, with the belief that she and her colleagues could help more families preserve and grow their wealth. Through CFGs unique and disciplined approach, it has been able to help and protect many clients in vastly different circumstances. Each relationship begins with a discussion of a financial life plan built by CFG with the clients goals paving the way. Diann Cassidy is a registered principal, offering securities and advisory services through United Planners Financial Services, member FINRA, SIPC. Cassidy Financial Group and United Planners Financial Services are independent companies.
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