John Cassandra

John Cassandra Email and Phone Number

Private Wealth Advisor at Ameriprise Financial Services, LLC @ Cassandra Financial Group
boynton beach, florida, united states
John Cassandra's Location
Lake Worth, Florida, United States, United States
John Cassandra's Contact Details

John Cassandra personal email

n/a
About John Cassandra

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.What you can expect when you work with meMy purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.When you work with me, you receive:• 1:1 financial advice based on your goals and needs.• Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.• Regular meetings to review your goals, progress and investments.• Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

John Cassandra's Current Company Details
Cassandra Financial Group

Cassandra Financial Group

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Private Wealth Advisor at Ameriprise Financial Services, LLC
boynton beach, florida, united states
Website:
cassandrafinancial.com
Employees:
6
John Cassandra Work Experience Details
  • Cassandra Financial Group
    Owner
    Cassandra Financial Group Sep 2004 - Present
    Hypoluxo, Fl
    View
  • Cassandra Financial Group
    Owner
    Cassandra Financial Group Sep 2004 - Present
    Hypoluxo, Fl
    View
  • Cassandra Financial Group
    Branch Manager/ Owner
    Cassandra Financial Group Apr 2005 - Present
    Hypoluxo, Fl
  • Cassandra Employee Benefits Group
    Owner
    Cassandra Employee Benefits Group Nov 2008 - Present
    Hypoluxo, Fl
  • Raymond James
    Branch Manager
    Raymond James Sep 2004 - Dec 2023
    8198 Jog Road, Suite 200, Boynton Beach, Fl 33472
    Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Cassandra Financial Group is independent of Raymond James Financial Services.
    View
  • Wbfl
    Coach
    Wbfl 2007 - 2009

John Cassandra Skills

401k Retirement Services Retirement Planning Employee Benefits Financial Advisory Wealth Management Retirement Defined Benefit Pensions Mutual Funds Fixed Annuities Series 63 Series 7 Insurance Asset Allocation Financial Planning Financial Services Disability Insurance Securities Long Term Care Strategic Financial Planning Asset Management Portfolio Management Term Life Insurance Iras Life Insurance Customer Service Leadership Deferred Compensation Training Investment Advisory Investments Annuities Plan Design Ira's Business Planning Long Term Care

John Cassandra Education Details

  • Cardinal Newman High School
    Cardinal Newman High School

Frequently Asked Questions about John Cassandra

What company does John Cassandra work for?

John Cassandra works for Cassandra Financial Group

What is John Cassandra's role at the current company?

John Cassandra's current role is Private Wealth Advisor at Ameriprise Financial Services, LLC.

What is John Cassandra's email address?

John Cassandra's email address is jc****@****ebg.com

What is John Cassandra's direct phone number?

John Cassandra's direct phone number is +156136*****

What schools did John Cassandra attend?

John Cassandra attended Cardinal Newman High School.

What are some of John Cassandra's interests?

John Cassandra has interest in Children, Politics, Reading, Music, Human Rights, Golf.

What skills is John Cassandra known for?

John Cassandra has skills like 401k, Retirement Services, Retirement Planning, Employee Benefits, Financial Advisory, Wealth Management, Retirement, Defined Benefit, Pensions, Mutual Funds, Fixed Annuities, Series 63.

Who are John Cassandra's colleagues?

John Cassandra's colleagues are Blake Cassandra, Doris Leon, Nicholas J Cassandra, Danielle Gandolfo, Lauren Curtis.

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