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Thomas W. Sullivan, CFP®

Ward Financial, Inc.

707 Main St
Waltham, MA 02451
Phone: (781) 647-0411
Fax: (781) 647-3340

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Men's Finances
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.