Our Cassandra Financial Family

 About Cassandra Financial Group

In 2004, John Cassandra embarked on a visionary journey to revolutionize the financial advisory landscape. The birth of Cassandra Financial marked the genesis of a thriving enterprise, consistently expanding year after year. Today, boasting a dedicated team of 8 professionals, we are not just a company; we are a family-driven force committed to making a profound impact on individuals’ lives, one client at a time.

Nestled in the vibrant hub of Boynton Beach, Florida, our home office serves as the heartbeat of our operations. From this strategic location, we extend our expertise and unwavering commitment to clients across the entire United States. Cassandra Financial has evolved into a revered institution, renowned for its diverse business units and a cadre of advisors catering to a spectrum of clients, from discerning individuals and small business owners to major corporations.

Experience the transformational power of financial guidance with Cassandra Financial – where innovation meets tradition, and success is not just a goal but a constant reality. Join us on a journey to financial excellence, where personalized service and lasting relationships define our commitment to you.

Our Vision

We are committed to improve how American families retire, one soul at a time.

Mission Statement

We partner with you as an independent Financial Advisors, to both individuals and businesses that do not have the time, resources, or current information needed to make informed decisions on the full spectrum of Employee Benefit Options or their individual portfolios.  We offer a personalized financial strategy based on our clients unique goals.  We don’t treat our clients like a number.  Their attitudes, goals, and strategies are our own.

We aim to exceed expectations by providing a needs/solutions based analysis for the benefit of you.  We strive to ALWAYS provide services in accordance with professional and moral standards, never forgetting our end user is an individual.  Our mission is to become a trusted partner, here to both educate and help advance your portfolio to meet your investment initiative, not only to retirement, but beyond.