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Billy Cassidy

Executive Financial Advisor
CUSO Financial Services, L.P.

Phone:303-937-0794
Email: cfs-bcassidy@bellco.org

Branches: Lakewood and Sloan's Lake 

 

Billy has been providing clients with personalized financial strategies since 2008. He began his career with AXA Advisors, where he spent several years working with individuals, families, executives, and business owners on comprehensive financial solutions. In 2013, Billy successfully transitioned his practice to Alliant Credit Union where he partnered with Alliant Credit Union members on their planning needs.          

Billy has extensive experience and knowledge in Retirement-Income Planning, Investment Management, 401(k) and IRA Rollovers, Pension Plans, Tax-Efficient Estate and Survivorship Strategies, Long-Term Care Plans, and Education Funding. He has a deep understanding of Mutual Funds, ETFs, Life Insurance, Annuities, Managed Accounts, and Alternative Investments. Whether you've been saving for years and want to create an income stream that can potentially last a lifetime, or are just starting out, Billy’s “client first”, consultative approach, will help you identify goals, plan for the future, and work towards a comfortable retirement.

Billy is a graduate from the University of Northern Colorado and his securities and insurance licenses include FINRA Series 7, 66 and CO Life, Accident, Health, and Long-Term Care.

Outside of serving his clients, Billy spends as much time as possible with family and friends, particularly his two young-adult children, Conor and Sheigh. Billy is an avid sports and music fan. Having been a former collegiate and professional player, he has coached baseball at the high school, Junior Olympic, and collegiate levels.

 

 

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 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("Bellco"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through Bellco: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through Bellco. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.

**Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. 

 


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