Charterpoint Wealth Strategies

Michael Cassidy

Michael Cassidy

Phone: (952) 769-2114
Fax: (952) 854-7889
E-mail:
 

Within my role at MetLife, I have had the opportunity to present the PlanSmart® program in numerous companies in Minnesota. PlanSmart® is MetLife's worksite financial education program to support financial wellness for employees. Raising awareness of the importance of financial, retirement, and estate planning for individuals and families has been extremely rewarding.

As a Financial Services Executive with MetLife Premier Client Group of the Upper Midwest, I strive to be a resource for each and every client. For over 33 years, I have assisted my clients in developing and implementing strategies for wealth accumulation during their working years, obtaining security and independence in their retirement, and reducing estate taxes when their accumulated wealth is passed on to their beneficiaries. Through the planning process, I help my clients map their financial goals and plan for the if’s in life. I am licensed to sell Insurance and Securities in multiple states to individuals, families and business owners.

Contact Information:

Charterpoint Wealth Strategies

301 Carlson Parkway, Suite 300
Minnetonka, MN 55305

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Members SIPC.

Online Privacy Policy | Legal Notices

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck