James E. Sullivan

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies

About

James E. Sullivan is a financial consultant based in New York, New York, working with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to the unique goals and values of his clients. With a focus on high net worth individuals, families, corporate executives, and businesses, James employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice is dedicated to growing and protecting client assets while addressing complex financial issues.

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