Lisa Cassidy

Lisa Cassidy is a financial advisor who truly cares about her clients. As the  founder of Allegiant Financial Services Group, Lisa is committed to providing  her clients with comprehensive financial planning services that are tailored to  their unique needs and goals. She understands that financial planning is not  a one-size-fits-all solution, and that each client requires a customized  approach.  

In addition to providing expert financial advice and guidance, Lisa and her  team prioritize building long-lasting relationships with their clients. They  believe that trust and transparency are critical components of a successful  financial planning partnership, and they work hard to earn their clients’ trust  by providing exceptional service and results.  

She holds her Series 65 securities, Life & Health, and Long-Term Care licenses and has also earned the Federal Retirement Consultant (FRC) Designation and Certification.