Matt Cassity and his team are part of the Retirement Benefits Group (RBG), a specialized division of Equitable Advisors. The RBG works with local businesses, non-profit organizations, and public schools to build strategies to help their employees meet their financial goals throughout employment and retirement years.
Matt has both his FINRA Securities Registration Series 7 and his Florida Life, Health, and Variable Annuity Insurance License. He prides himself on client education to ensure clients feel confident about their financial future. Through much research and analysis, Matt assists his clients with their insurance, retirement, and investment needs.
During his spare time, he participates in volunteering and is involved with a number of non-profit organizations. He also enjoys boating, playing sports and traveling.
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).
Securities
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.