Cassidy & Company Email Format

Financial ServicesFlorida, United States11-50 Employees

Cassidy & Company operates in the financial services sector, focusing on wealth preservation and continuity planning to help families and business owners maintain and grow enduring wealth. Its services emphasize life insurance and strategies designed to protect legacies, provide preservation, and support prudent growth, with an approach aimed at reducing uncertainty for clients. The firm describes itself as results-driven, seeking solutions tailored to the needs of high-net-worth individuals, families, and corporate clients, and it collaborates within a broader network to access a range of financial products and services. Based in Tampa, Florida, the company is part of a national network through Lion Street, Inc., a platform that connects independent advisors and firms to specialized resources and carriers, enhancing its ability to meet complex planning requirements.

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