Rob Cassella

Financial Planner,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” ~ Pablo Picasso
Build Your Plan

Rob Cassella

Financial Planner

Build Your Planopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Rob

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Meet Our Professional Team

Experience

  • Financial Planner

    Prudential

    August 2010 - Present | 1751 Ellington Rd South Windsor, CT 06074

  • B.S. Finance

    C.C.S.U.

    September 2004 - May 2009 | New Britian, CT

The Prudential Difference

    • Variable Annuities: CT, FL, MA, NY
    • Securities License: CA, CT, FL, MA, NJ, NY, PA, SC, TN, TX
    • Variable Life Insurance: CT, FL, MA, NY
    • Fixed Annuities: CT, FL, MA, NY( CA License #4154076)
    • Life Insurance: CT, FL, MA, NY( CA License #4154076)

Rob Cassella is associated with the The Southern New England Financial Group Office, 2 Corporate Drive, Suite 440, Shelton, CT, 06484-6249, Managing Director: Steven Silverman, Phone: 203-402-3200. Rob Cassella offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Rob Cassella offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.