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Home > Financial Planner Directory > Massachusetts > Woburn > Gary M. Sullivan, CFP®, CPA/PFS
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Gary M. Sullivan, CFP®, CPA/PFS

Landmark Wealth Advisors, LLC

3 Baldwin Green Common
Ste 301
Woburn, MA 01801-1870
Phone: (781) 935-3200
Fax: (781) 935-3200

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Household Income Minimum: $150,000
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Startup
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Tangible Assets
  • Sudden Wealth
  • Personal Taxes

 

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.