Brian C. Cassidy is a graduate of the University of Pittsburgh. After graduating, Brian joined Travelers Life & Annuity. Since working as a case manager and a sales support representative, he held prominent roles within the company. At that point Brian began recruiting independent financial planners as a Vice President for Business Development for Tower Square Securities, Inc. He then moved on to become the Regional Vice President for Travelers Life & Annuity responsible for annuity and qualified plan business within New England. Brian then established Cassidy Financial Services, LLC in 2006.
Brian holds FINRA series 7, 24 and 66 licenses as well as the Life/Health and Accident license. He is also a registered representative and investment advisor representative of Cambridge Investment Research, Inc.
Brian enjoys basketball, baseball as well as golf. He is married to Valerie and has three daughters, Shea, Sydney and Addison. Quality of life is of the utmost importance to Brian and his family is the foundation of which it revolves.
Brian can be reached at 860-623-0104 or toll free at 877-272-0107. You can also e-mail him at [email protected].