Fran Cassidy, CLU, ChFC

Trust, Integrity and Service

Fran Cassidy joined MONY, now part of AXA Advisors, LLC in 1995, and  has built her practice by viewing each client as a unique individual with unique financial needs.  She doesn’t believe in a cookie-cutter approach to financial services.  She works with each client to listen to their needs, concerns and goals, and develops a personalized financial program that addresses those issues.  Helping individuals and businesses keep their financial promises to their families and their employees is a commitment she made when she began in this business, and everything that she does is in pursuit of upholding that commitment.

Just some of the products and services she provides in meeting clients’ financial needs include:

-         life insurance                     -         disability income insurance

-         annuities                           -         investments

-   educational funding           -    long term care insurance

-       retirement planning            -    employee benefits

-   business planning including succession strategies

Fran also prides herself on the level of service and the trusted relationships she establishes with her clients over the course of their lifetime. 

Prior to starting her career in the financial services industry, Fran spent over 20 years as a human resource director.   Her knowledge of employee benefits and the interpersonal relationships she built with employees over the years prepared her well for her career at AXA Advisors. 

She has received many company and industry honors including “Rookie of the Year,” and induction into the Hall of Fame recognizing ten years of consistently outstanding performance.  She is a member of the Million Dollar Round Table, an international organization of leaders in the financial services industry. 

Committed to her industry, Fran has completed the rigorous coursework to earn her Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College.  And, she recently completed an intensive program at The Wharton School at the University of Pennsylvania earning the title Retirement Planning Specialist from AXA Advisors, LLC. 

She received an AAS in Business from SUNY Farmingdale. 

Equally as committed to her community, Fran is a member of the Kiwanis Club of Copiague.  A resident of Amityville, she is a member of the LI Paddlers Club.