Judith A. Cassidy

Judith A. Cassidy

Senior Associate

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6197
Fax: (610)325-6240
E-mail:

Judy Cassidy joined the Creative Financial Group in 1996.  Previous to that, she worked at New York Life Insurance Company for eight years helping business owners and individuals plan for their financial security.  Judy is a graduate of Bloomsburg University with a BS in Business Education.

Achievements:

  • Financial Planner, New England Securities Corp., Boston, MA, a Registered Investment Advisor
  • Leaders Qualifier 1996 – Present
  • Active Member of Montgomery County Association of Insurance & Financial Advisors

Areas of Concentration:

  • Wealth Accumulation Strategies
  • Business Succession Strategies*
  • Estate Planning
  • Retirement Adequacy Studies
  • Long Term Care Insurance
  • Life Insurance Planning Strategies
  • Executive Compensation Planning Strategies
  • College Funding Strategies

 

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.