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Cassedy Financial Group, Inc.

(813) 251-0004

List of Services

OBJECTIVE: To offer the highest level of service to our individual and corporate accounts while offering a wide variety of products to meet their investment needs.

LIST OF SERVICES:

Individuals

  1. Cash and cash management accounts (RMA)
  2. IRA, Roth IRA, SEP and various pension and profit sharing plans and other defined contribution plans
  3. Investment advisor and fee-based management
  4. Long term investment planning
  5. Financial planning

Corporations

  1. Cash and cash management services
  2. SEP, Simple, profit sharing, 401(k) accounts
  3. Short term cash management and long term investment planning
  4. Retirement planning seminars for employees

Sole Proprietors, Non-Profit Corporation, Charities

  1. Cash management services
  2. Investment planning for short and long term needs
  3. Women and Investing Seminars

LIST OF PRODUCTS


  1. NYSE, ASE, and NASDAQ stocks and preferred stocks
  2. Corporate and municipal bonds
  3. Mutual funds ranging from government bonds to aggressive growth stock
  4. Options on listed exchanges
  5. Treasury securities
  6. Bank CDs
  7. Foreign stocks and bonds
  8. Managed money accounts funds


 
 

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