James Sullivan

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

James Sullivan is a financial consultant based in Fort Lauderdale, Florida, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, James provides tailored financial planning that takes into account each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets while addressing complex financial issues.

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