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 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 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 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...

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...