James Cassa, CPA and President of Cassa Wealth Management has joined BNI Crossroads! Cassa Wealth Management is an independent financial services firm. Powered by LPL Financial, a leading distributor of non-proprietary products, they provide independent and unbiased advice built on an integrated platform of exclusive technology, brokerage, and investment advisory services.
Recently, for the 4th consecutive year, Jim Cassa received the coveted 5 Star Wealth Manager Award. Recognizing advisors for their customer service, integrity and value for fee charged, this prestigious award is given to less than 2% of the Financial Advisors in the local market.
BNI, Business Network International, is a business and professional networking organization that offers members the opportunity to share ideas, contacts, and most importantly, referrals. BNI Crossroads has great diversity, enthusiasm, commitment to each other, and integrity.
Now, more than ever, business people need to network to stay in business. BNI Crossroads provides a positive, supportive, and structured environment to share ideas, contacts, and most importantly, business referrals.
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