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Qualifications of Financial Advisor in Goshen

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Financial Advisors in Goshen, New York
Financial Advisor Office Location Phone Number
William Sullivan,
William T Sullivan CFP/LPL Financial
5 Hatfield Lane, Suite 2B,
Goshen, NY  10924
(845) 294-0785
Nels Wangensteen,
MayTech Global Investments
950 Third Avenue,
New York, NY  10022
(212) 899-2737

Information on Qualified Financial Advisors in Goshen

Qualifications CRD# 2288195
Series 6, 7, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee

Office Location 5 Hatfield Lane, Suite 2B,
Phone Number (845) 2940785

William T. Sullivan is and independent financial advisor with LPL Financial, a full service broker/dealer catering to independent financial planners nationwide. Bill received his CFP® certification from the College for Financial Planning in Denver, Colorado and his Chartered Life Underwriter credential from The American College in Bryn Mawr, PA. He is a Series 6, 7 and 63 Licensed Registered Representative, in addition to being a licensed agent for life, health, disability and long term care insurance. With more than 25 years experience in the financial planning arena, he specializes in comprehensive planning for business owners, professionals and executives. He is an active member of the Greater Hudson Valley chapter of the Financial Planning Association. Mr. Sullivan earned an ROTC scholarship to attend the University of Notre Dame where he graduated in 1981 with a Bachelor of Arts degree. Bill resides, with his wife of 37 years, in Orange County, New York. They have one daughter and two grandsons. He is an active member of the St. Paul's Roman Catholic Church; the Notre Dame Alumni Club, Hudson Valley Chapter; and has a passion for golf and for exploring the beautiful Shawangunk Mountains near his home.

About William T Sullivan CFP/LPL Financial

To provide comprehensive financial planning to business owners, professionals and other high net worth individuals in an ethical and and unique manner. This planning will include (but not limited to) financial planning, estate planning, business continuity planning. To accomplish this, Mr Sullivan encourages clients to become fully engaged in the planning process, so that the financial plan truly represents the clients goals and dreams. Mr. Sullivan's planning practice is a client relationship centered practice, as the planning process is an ongoing one and requires yearly monitoring and maintenance.

Qualifications CRD# 285985
FirmCRD# 285985

Office Location 950 Third Avenue,
18th Floor,
New York,
Phone Number (212) 8992737

About MayTech Global Investments

MayTech Global Investments, LLC, launched in January 2017, is an SEC Registered Investment Advisor. The founding partners own 100 percent of the firm, including a 35 percent woman-owned stake. The investment team, based in New York, has been investing globally on average for more than 20 years.

List of Additional Financial Advisors in or around Goshen, New York
Regency Wealth Management Ramsey, NJ
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