Billy Cassidy

Branches: Lakewood and Sloan's Lake 

Billy has been providing clients with personalized financial strategies since 2008. He began his career with AXA Advisors, where he spent several years working with individuals, families, executives, and business owners on comprehensive financial solutions. In 2013, Billy successfully transitioned his practice to Alliant Credit Union where he partnered with Alliant Credit Union members on their planning needs.          

Billy has extensive experience and knowledge in Retirement-Income Planning, Investment Management, 401(k) and IRA Rollovers, Pension Plans, Tax-Efficient Estate and Survivorship Strategies, Long-Term Care Plans, and Education Funding. He has a deep understanding of Mutual Funds, ETFs, Life Insurance, Annuities, Managed Accounts, and Alternative Investments. Whether you've been saving for years and want to create an income stream that can potentially last a lifetime, or are just starting out, Billy's “client first”, consultative approach, will help you identify goals, plan for the future, and work towards a comfortable retirement.

Billy is a University of Northern Colorado graduate and his securities and insurance licenses include FINRA Series 7, 66 and CO Life, Accident, Health, and Long-Term Care. Outside of serving his clients, Billy spends as much time as possible with family and friends, particularly his two young-adult children, Conor and Sheigh. Billy is an avid sports and music fan. Having been a former collegiate and professional player, he has coached baseball at the high school, Junior Olympic, and collegiate levels.