Cassedy Financial Group,Inc.-Thomas Cassedy
113 S. Boulevard Suite 200, Tampa, FL 33606
Mon: 8:00 - 5:00Tues: 8:00 - 5:00Wed: 8:00 - 5:00Thur: 8:00 - 5:00Fri: 8:00 - 5:00Sat: closedSun: closed
About Cassedy Financial Group, Inc.
Cassedy Financial Group is an independently owned financial consulting firm with more than 22 years of dedicated personalized service to our clients. Our independence allows us to offer you an independant objective approach to serving your investment needs. We understand that getting to know our clients and obtaining their trust is the first step in responsible advising. That is why we first listen to your needs and desires then educate you on the most suitable options and help guide you in your financial decision process. With Cassedy Financial Group you not only get customized financial guidance and assistance but a lifelong trustworthy and dependable friendship.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
To offer the highest level of service to our individual and corporate accounts while offering a wide variety of products to address their investment needs.
Mr. Cassedy is a native of Tallahassee, Florida and received a B.A. degree at Vanderbilt University in 1978 with a double major in Economics and Business. He worked in New York City for a few years for Oxford Industries. Mr. Cassedy did financial and budgeting work for this company and progressed into the sales area as an account executive. In 1982, Mr. Cassedy received a Masters in Business Administration at Florida State University with a Concentration in Finance.
Mr. Cassedy moved to Tampa and started in the investment business with Kidder Peabody Incorporated in 1982. He joined PaineWebber in 1988 specializing in the equity and fixed income markets with institutions and high net-worth individuals. In addition, Mr. Cassedy has done extensive work as a consultant with companies in the benefit plan area.
After 14 years in the investment business, Mr. Cassedy opened his own independent brokerage office in affiliation with First Allied Securities Inc. He currently has over 28 years of experience in the investment business. He specializes in equities, bonds, and money management for individuals and retirement plans. Cassedy Financial Group, Inc. is a Registered Investment Advisor and provides investment management on a fee basis.
Mr. Cassedy has three children and has lived in the Tampa area for 28 years. In the past he has chaired on numerous boards, groups and charitable organizations. Currently, he is a member of the Downtown Rotary Club and has previously sat on its Board of Directors. He is a member of the St. John’s Episcopal Church.
Securities offered through First Allied Securities Inc.,(Member:FINRA/SIPC). Advisory Services offered through First Allied Advisory Services Inc. and Cassedy Financial Group, both registered investment advisors. Cassedy Financial Group is not affiliated with First Allied Securities Inc. and First Allied Advisory Services Inc. Please do not transmit orders and/or instructions regarding your account(s) by email for they will not be accepted. Not all securities are suitable for every investor. This is not a solicitation. Information has been obtained from sources we believe to be reliable but we make no guarantees. Past performance cannot guarantee future results. This message is intended exclusively for the individual(s) or entity to which it is addressed. It may contain information that is proprietary, privileged, or confidential or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy, or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by email and delete all copies of the message. Please refer to monthly statements for official information about your account. Contact Thomas Cassedy, President, at (813) 251-0004.