Spence, Cassidy & Associates, LLC
Your choice for Financial Services
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Life is filled with opportunities. Will you be ready?
Stay involved. Make sure your money works hard for you.
Unanticipated events can bring financial hardships. Protect the ones you love.
Click to see the retirement savings dilemma video.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Spence, Cassidy & Associates, LLC (SCA) is a comprehensive financial services organization dedicated to fulfilling the needs of our clients. We also assist insurance and investment professionals with the development of their business.
We are a group of professionals appointed with the insurance companies of OneAmerica® and numerous other carriers.
Our team of producers work with a variety of professionals to provide you a complete financial services package that helps meet your personal and/or business needs. In an effort to fully serve our clients we have developed a referral network to provide services not offered through SCA.
We understand the importance of relationships, and that is why we have developed an organization filled with professionals of many different disciplines to provide sound strategies based on years of experience.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.