Matthew Cassity
Financial Professional
At Equitable, I am a member of the Retirement Benefits Group (RBG). RBG works with local nonprofit organizations as well as municipalities. We specialize in public school employees where we build financial strategies to help them achieve their retirement goals.
In addition to working with the Retirement Benefits Group, I also review financial products for individuals to help maximize their current and future standings.
Outside of Equitable Advisors, I participate in numerous philanthropies as well as spend time with friends and family. When I have time, I also enjoy boating, playing sports and traveling.
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.