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.
Brian C. Cassidy
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...
Arnie Magid
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,...
Daniel P. Kelly
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...
Terry Matheus
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...
JT Galloway
jtgalloway@cassidyfinancialservices.com
Keene State College, BS, BA
University of New England, MS
At Cassidy Financial, we recognize the impact we are able to make by always acting in a fiduciary capacity and upholding the values of trust, honesty, and integrity. Three values I...
