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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Brian C. Cassidy

877-272-0107

Brian@CassidyFinancialServices.com

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...

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Arnie Magid

860-623-0104

Arnie@CassidyFinancialServices.com

Arnie Magid is a graduate of Lehigh University. He is the former President of the Lehigh University Alumni Club of the CT Valley. After growing up in New Jersey, Arnie settled down in Suffield, CT. Being a resident for over 20 years,...

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Daniel P. Kelly

860-623-0104

Daniel@CassidyFinancialServices.com

Daniel P. Kelly graduated from the University of Connecticut with a degree in Economics. Since graduating in 1989, Dan has spent the majority of his career in the financial services industry. Beginning with the Travelers Life and...

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Terry Matheus

877-272-0107

Terry@Cassidyfinancialservices.com

Terry Matheus has worked for Cassidy Financial Services, LLC. since 2007 as a Service Assistant. She understands the importance of client services and is always ready to help. Terry enjoys being outside, reading, cooking, but most of...

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