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About 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 has made it clear that constantly keeping the clients’ interests in focus generates the desired results for all parties. CFG’s 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 CFG’s 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 client’s 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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