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Our
Focus
Our focus is to employ wealth strategies and asset management by helping our clients achieve exceptional financial outcomes through top flight advice, products and services.
Our
primary market is small businesses, their executives and owners.
We have proven competencies in servicing this market since 1963.
We offer and support a full portfolio of products and services
designed specifically for this market. Our clients' personal needs are guided by the concept that
lifetime value management through a business advisory relationship
is far preferable to a transaction approach.
Daniel A.
Bullard is a Registered Representative of and offers Securities
through The O. N. Equity Sales Company, Member NASD / SIPC. Life Insurance products and Securities
licensed in CT, NY, NJ and MA. Dan is certified to represent Connecticut Partnership for Long Term Care. Bullard Financial is independently owned.
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