Broker Check

Cassedy Financial Group, Inc.

(813) 251-0004

Team

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.

 

Mr. Cassedy is a native of Tallahassee, Florida and received a B.A. degree at Vanderbilt University in 1978 with a double major in Economics and Business. He worked in New York City for a few years for Oxford Industries. Mr. Cassedy...

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Denise Cassedy

Group Benefits Specialist

(813) 251-0004

(813) 251-1943

Denise D. Cassedy currently has over 15 years of experience in the financial arena. Mrs. Cassedy received a Bachelor of Commerce degree from University College, Cork, Ireland in 1985. She continued her education with a Master in...

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Susan Alws

Manager, Operations & Administration

(813) 251-0004

(813) 251-1943

Susan graduated from Purdue University in 1985. Shortly after graduation she moved to Charlotte, NC. She began her career at Interstate Securities in Charlotte working as a trading assistant in the Fixed Income Trading Dept.In 1987,...

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Eric Lam

Weath Management Intern

(813) 251-0004

(813) 251-1943

Eric T. Lam was born and raised in Ocean City, New Jersey where he graduated from Ocean City High School in 2015. Shortly after graduation. He went to school at La Salle University located in Philadelphia, PA Fall of 2015. Then...

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