JC
Joe Cassidy
Director Of Advisor Success at Credent Wealth Management
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Work Experience
Director Of Advisor Success
May 2022 - Present · 2 years and 7 months
Joe Cassidy Agency
Agency Principal
Jul 2014 - Jul 2022 · 8 years
Agency Development Sales Manager
Nov 2012 - Jul 2014 · 1 years and 8 months
Company Details
Education. Communication. Honesty. At Credent Wealth Management, our mission is to build a secure future for every client by providing guidance throughout life's most important financial events. We will accomplish this with service above and beyond client expectations through education, communication and honesty. A Registered Investment Advisor.
Year Founded
2000
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Banks & Financial Services
HQ Location
200 E 7th Street Auburn, IN 46706, US
Keywords
Financial PlanningInvestment ManagementRetirement PlansTrust ServicesEstate PlanningWealth PlanningSmall Business PlanningConsulting services for Not for Profit organizations
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