Bullard Financial Group Inc.

CONNECT

Address:

36 Park Place
Branford, CT 06405

Phone:

(203) 488-4488

Our Leadership Team

Dan Bullard, Founder and president of Bullard Financial GroupDANIEL A. BULLARD, CLU®, ChFC®, CIC
President
Investment Advisor Representative

Dan Bullard founded Bullard Financial Group in the 1970s to help people successfully plan for personal and business financial security. 

Dan is an accomplished Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Insurance Counselor (CIC) and a Registered Representative of The O.N. Equity Sales Company, member FINRA/SIPC.

Dan has been awarded numerous industry awards for his work including being a Life Qualifying Honor Roll member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®. As the MDRT website states, "MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business."

He is adept at assessing each individual's current financial status and evaluating assets and tools for performance and probability of meeting defined goals. Dan advises clients on ways to meet their goals, save taxes, and provide for the future. Dan is a frequent speaker on various concepts related to financial services industries.

Dan enjoys working with business owners to help them develop and execute a financial plan that addresses common business concerns, including retirement income, talent retention, business succession, and investment advice. 

A graduate of Yale University and Deerfield Academy, and a former Army Reserve, Dan is active locally, having served on the boards of the Police Commission, the Stony Creek Association, and he is a member of the Branford and New Haven Chamber of Commerce. He has served as an elected official to the Branford Representative Town Meeting and a member of the Economic Development Commission. Dan is married, has three daughters, three stepchildren and nine grandchildren. Dan is an avid sailor and enjoys swimming, bicycling and golf.

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

Connect with Dan on LinkedIn

 

 

 

MEAGAN M. DEJESUS
Vice President
Registered Representative

Meagan joined Bullard Financial Group in 2009 to work with people and develop strategies that help them with their personal and professional needs. With a special interest in helping women plan for the future to provide personal income and business success, Meagan advises on products and practices that help her clients achieve their goals. She is a Registered Representative of The O.N. Equity Sales Company and an insurance licensed producer in Connecticut, New York, Vermont, and Massachusetts.

Meagan is a member of Women in Insurance and Financial Services (WIFS), the Hartford chapter of Financial Services Professionals, and the Greater New Haven Young Professionals. She is also involved in the Guilford and Branford communities, as a member of the Shoreline Chamber of Commerce and serves as the Secretary of the Stony Creek Association.

She resides in Guilford with her husband and daughter. Meagan graduated from Endicott with a BS in Business. 

Connect with Meagan on LinkedIn

 

Meghan Mills is an Analyst with Bullard Financial Group.MEGHAN T. MILLS
Analyst

Meg Mills heads up client communications at Bullard Financial Group. She researches trending financial topics and writes about them to help keep our clients informed about important financial issues on the horizon. If you'd like to join our email list, send her an email using our contact form, or follow us on social media – Facebook, LinkedIn and/or Twitter. Prior to joining Bullard Financial Group, Meg worked for Prudential Financial.

With an undergraduate degree in cultural and historic preservation from Salve Regina University, Meg volunteers with the Guilford Land Conservation Trust and the Guilford Keeping Society. She used to spend time teaching horseback riding and training horses. These days she enjoys hiking – with her dog, Gracie, and spending time out on the water.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck