John T Sullivan - Ameriprise Financial Services, Inc. - Closed

My role is to facilitate the development of a client's financial values, goals and vision.

My role is to facilitate the development of a client's financial values, goals and vision. I help clients to envision what they want financial success to mean both during their lifetime and afterward. I then help develop a customized financial plan that addresses multi-generational planning as well as day-to-day needs. By understanding your goals, dreams and values, I can help you make...