Cassie Cancio
Categories
Business Services Financial Services Personal Insurance
About
As a Financial Professional with New York Life, I focus on providing business solutions that help entrepreneurs protect their income, reduce taxes, and plan strategically for growth and transition. From retirement and succession planning to income protection and employee benefits, I help business owners implement strategies that are often overlooked by CPAs or attorneys alone.
I work closely with solo and small business owners—particularly women and healthcare professionals—to simplify complex financial decisions and build lasting legacies.
Proud to be part of the NAWBO community, where collaboration fuels leadership, opportunity, and financial empowerment.
Additional Info
Languages Spoken : English