Richard L Sullivan

Senior Vice President

Hartford, Connecticut

Professional Profile

Call Me When

Call Me When... Our team has the resources and experience to assist our clients answer the all important question, do I have enough money for retirement?

Contact Method

Profession

  • Wealth Planner
  • Professional Certifications

    CPFA, CRPC , RAFA

    Functional Expertise

  • Cash management
  • Finance
  • Investments
  • Business Focus

    Wealth Management

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Client Results

    Membership

    Connecticut - Hartford

    Member Since

    2 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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