Business Financial Advisors

At Bullard Financial Group, we understand the importance of a creating a sound financial plan to help ensure the continuing success of your business. We specialize in providing independent financial advice for businesses of all types and sizes:

  • Women-owned Enterprises
  • Family Businesses
  • Manufacturers
  • Service Professionals
  • Healthcare Entities
  • Corporations
  • and others


Our business financial advisory services include a full range of planning and investment advice including:

  • Executive Benefits
  • Business Continuity Planning
  • Family Businesses
  • Family Limited Partnerships
  • Life Insurance
  • Disability Insurance
  • Retirement Plans including SEP, Simple, IRA, 401k, Profit Sharing and Pension Plans

Read about Dan Bullard's personal history with one of Connecticut's premier manufacturing companies.