Broker Check

Products & Services

At Cassidy Financial Services, LLC, we provide assistance in the following areas:

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Government Securities
  • Stocks
  • Managed Accounts
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Traditional IRA
  • Treasury Notes
  • Variable Annuities
  • 529 Plans
  • Mutual Funds

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care
  • Insurance

Financial Services

  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning

The aforementioned is a product and service listing and is not intended to be an offer for the sale of securities.