About Us

Matthew Cassity

Financial Professional
Mobile: (727) 455-3078
Fax: 813-466-3211

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.  

 

 

 

Matthew Cassity offers securities through Equitable Advisors (member FINRA, SIPC), and, as an agent of Equitable Network, LLC, offers the annuity and life insurance products of Equitable Life Insurance Company (NY, NY) and those of unaffiliated carriers.  Equitable Advisors, Equitable Network and Equitable are affiliated companies and 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. Retirement Benefits Group is a specialized division of Equitable Advisors.  The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

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Check the background of this financial professional on FINRA's BrokerCheck