Cassidy & Company

Financial ServicesFlorida, United States11-50 Employees

Enduring wealth for tomorrow starts with the right solutions today. At Cassidy & Company, we don’t believe uncertainty should be an option. Whether it’s creating a lasting legacy for your family and you through sophisticated life insurance and wealth preservation strategies or realizing you need a peace of mind for your business, our best-in-class continuity planning strategies provide proper protection, preservation and growth opportunities that do not need to be complex.

As a results driven firm, our goal is to match the unique needs of successful families and businesses with the right solutions and strategies that create enduring wealth for generations to come.

LION STREET - MEMBER AND OWNER
Cassidy & Company is proud to be an member and owner Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of Firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Lion Street Firms gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.

This site is published for residents of the United States only. Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with Cassidy & Company, LLC. Registered Representatives and Investment Adviser Representatives of Lion Street Financial, LLC and Lion Street Advisors, LLC respectively, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed.

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