Sound Generational Wealth

www.soundgenerationalwealth.com

Sound Generational Wealth and the Bullard Financial Group team has been working with individuals and businesses in Connecticut for 50 years. We believe an *advisory role is the best way to help you manage the assets earned over a lifetime, and we are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. We're not interested in providing meaningless quotes or using financial templates that don't suit your situation. Our plans are tailored to fit the needs of individual clients. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road map to working toward a more secure financial future for family, partners and employees. We’re looking forward to using our experience and knowledge to help you pursue your financial goals. Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati, Ohio 45242. (513) 794-6794. Estate Planning services provided in conjunction with your licensed legal professional. *Investment advisory services offered through O.N. Investment Management Company.

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Sound Generational Wealth and the Bullard Financial Group team has been working with individuals and businesses in Connecticut for 50 years. We believe an *advisory role is the best way to help you manage the assets earned over a lifetime, and we are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. We're not interested in providing meaningless quotes or using financial templates that don't suit your situation. Our plans are tailored to fit the needs of individual clients. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road map to working toward a more secure financial future for family, partners and employees. We’re looking forward to using our experience and knowledge to help you pursue your financial goals. Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati, Ohio 45242. (513) 794-6794. Estate Planning services provided in conjunction with your licensed legal professional. *Investment advisory services offered through O.N. Investment Management Company.

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Country

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State

Connecticut

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City (Headquarters)

Branford

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Employees

1-10

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Founded

1969

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  • Founder

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  • Managing Partner

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  • President at Sound Generational Wealth

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  • Group Benefits Manager

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    Phone (***) ****-****

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