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Cassidy Financial Group, Inc. Employee Directory

Financial ServicesOklahoma, United States1 Employees

Cassidy Financial Group, Inc. is a financial services firm based in Oklahoma City, Oklahoma, founded in 2001 to help families achieve their financial goals. Its core approach centers on protecting assets and implementing conservative wealth-building strategies over time, with an emphasis on safety and long-term planning. Each client engagement begins with a financial life plan developed around the client’s goals. Diann Cassidy is the president and CEO, and the company offers securities and advisory services through United Planners Financial Services, a FINRA and SIPC member. Cassidy Financial Group and United Planners Financial Services are independent entities.

Find Cassidy Financial Group, Inc. employees' phone numbers or email addresses

Cassidy Financial Group, Inc. Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Cassidy Financial Group, Inc.'s Leadership

  • Stylized image of a person
    D. C.
    President/Ceo
    Mobile Phone
  • Stylized image of a person
    B. R.
    Director Of Communications
    Mobile Phone

Cassidy Financial Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Community & Social Services

Contact profiles from Cassidy Financial Group, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. C.
    President/Ceo
    Mobile Phone
    United StatesOklahoma
    Oct 17, 2025
  • Stylized image of a person
    B. R.
    Director Of Communications
    Mobile Phone
    United StatesOklahoma
    Jul 28, 2024

Frequently Asked Questions

What is Cassidy Financial Group, Inc. known for?

Minus sign iconPlus sign iconCassidy Financial Group, Inc. was founded in 2001 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-405-552-****
. Explore Cassidy Financial Group, Inc.'s company overview page for more information.

What is Cassidy Financial Group, Inc.'s most common email format?

Minus sign iconPlus sign iconCassidy Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cassidy Financial Group, Inc. email formats with LeadIQ.

How many employees does Cassidy Financial Group, Inc. have currently?

Minus sign iconPlus sign iconCassidy Financial Group, Inc. has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cassidy Financial Group, Inc.'s key employees and leadership?

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As of July 2026, Cassidy Financial Group, Inc.'s key employees include:

  • President/Ceo: D. C.
  • Director Of Communications: B. R.

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