OKLAHOMA CITY – M. Diann Cassidy, Ph.D., President of Cassidy Financial Group, Inc. is a recipient of the United Planners Financial Services’ “2014 Outstanding Office Award” presented during the recent Partners’ Conference held in Phoenix, Arizona.
This is the fifth year Cassidy Financial Group, Inc. has been honored with the award.
The 2015 Annual Partners Conference had a record attendance of more than 475 people, which included Limited Partners, Registered Representatives, Home Office Personnel, Sponsors and Vendors.
Diann Cassidy is a Registered Principal offering Securities and Advisory Services through United Planners Financial Services, Member FINRA/SIPC. Cassidy Financial Group, Inc and United Planners are independent companies.
Cassidy is also an Enrolled Agent, licensed through the Internal Revenue Service.