Experienced, reputable financial management. Professional, courteous, and independent on your behalf.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness. At Cassedy Financial Group we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track working towards your financial goals. Based in Tampa Florida, Cassedy Financial Group offers professional financial services to individuals and businesses alike all over the nation and around the world. We provide direction and insight throughout the constant changes and uncertainties of the financial world. We are also focused to help you achieve your goals and aspirations and in working together to align your financial path with your ever changing direction in life.
Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help work towards your financial objectives and goals. This is the objectivity afforded by working with an independent financial consultant. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.
Our broker dealer, First Allied Securities, Inc., serves as the firm of choice for independent financial advisors who seek to grow their businesses. First Allied’s exclusive business development platform has been constructed to provide entrepreneurial advisors with the industry’s most comprehensive platform for growth. First Allied is a member of Cetera Financial Group, RCS Capital Corporation’s (NYSE: RCAP) retail investment advice platform. As of December 31, 2014, First Allied had approximately $31 billion in assets under administration and 795 affiliated financial advisors. First Allied Securities is part of First Allied Holdings, which also includes The Legend Group, a specialized provider of investment and retirement solutions to the not-for-profit space, including 403(b) accounts.
Take a look at our profiles below to learn more about our advisor’s and staff professional experience, then when we meet you can get to know us.
Have A Question?
Agent Jane Bond is on the case, cracking the code on bonds.
A quick look at how federal income taxes work.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.