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William T. Sullivan, CFP

Name: William T. Sullivan, CFP
Address: 5 Hatfield Ln, Goshen, NY, 10924, USA
Telephone: (845) 294-0785

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5 HATFIELD LN STE 2B GOSHEN, NY 10924 Get Directions

(845) 294-0785

http://www.williamtsullivancfp.com/

w.sullivan@lpl.com

Business Details

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Business Info

Founded --
Incorporated
Annual Revenue $126,660.00
Employee Count 2
Industries Financial Services
Contacts William Sullivan

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Company Summary

William T. Sullivan is a Certified Financial Planner and Financial Advisor with LPL Financial, a full-service broker/dealer catering to independent financial planners nationwide. Bill is also a Chartered Life Underwriter, Series 6, 7 and 63 Licensed Registered Representative and licensed agent for life, health, disability and long term care insurance. With more than 25 years experience in the financial planning arena, he specializes in providing personalized and comprehensive investment planning for business owners, professionals, individuals and families. Bill's goal is to forge a trusting relationship with each of his clients that will last for generations.

VERIFIED Status: UNVERIFIED

Address:
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LAST VERIFIED: --

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Hours

Sunday --
Monday 9:00^AM - 5:00^PM
Tuesday 9:00^AM - 5:00^PM
Wednesday 9:00^AM - 5:00^PM
Thursday 9:00^AM - 5:00^PM
Friday 9:00^AM - 5:00^PM
Saturday --

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