
Sullivan & Schlieman Wealth Management, Llc
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- Sullivan & Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals. With a combined total of over 150 years of industry experience, we have the expertise to develop a plan that is specific to your needs.Sullivan & Schlieman Wealth Management, LLC was founded by Andrew Sullivan, CFP®, and Josh Schlieman, CFP®. With the help of a committed staff, Josh and Andrew earn their clients trust through hard work, open and honest discussion, and their teams collaborative effort to exceed client expectations. As a result of earning their clients trust, Andrew and Josh have established client relationships that are multi-generational, lasting over 20 years.Should you have any questions or would like to learn more about our firm, please feel free to visit our website or contact us at 678-867-0500. We look forward to hearing from you!Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. (www.finra.org) (www.sipc.org).For a list of states in which we are registered to do business, please visit www.sullivanandschlieman.com
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Headquarters:5755 North Point Parkway Suite 207, Alpharetta, Georgia, United States
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Phone Number: +1 678-867-0500
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Website: https://www.sullivanandschlieman.com
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Employees:6
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Revenue:$1 - 10M
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Legal Name:Sullivan & Schlieman Wealth Management, Llc
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Sullivan & Schlieman Wealth Management, Llc's Social Media
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| NAICS Code: 523920 |
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Frequently Asked Questions regarding Sullivan & Schlieman Wealth Management, Llc
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Where are Sullivan & Schlieman Wealth Management, Llc's Headquarters?
Sullivan & Schlieman Wealth Management, Llc's Headquarters are in 5755 North Point Parkway Suite 207,Alpharetta,Georgia,United States
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What is Sullivan & Schlieman Wealth Management, Llc's phone number?
Sullivan & Schlieman Wealth Management, Llc's phone number is +1 678-867-0500
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What is Sullivan & Schlieman Wealth Management, Llc's official website?
Sullivan & Schlieman Wealth Management, Llc's official website is https://www.sullivanandschlieman.com
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What is Sullivan & Schlieman Wealth Management, Llc's Revenue?
Sullivan & Schlieman Wealth Management, Llc's revenue is $1 - 10M
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What is Sullivan & Schlieman Wealth Management, Llc's NAICS code?
Sullivan & Schlieman Wealth Management, Llc's NAICS code is 523920
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How many employees are working in Sullivan & Schlieman Wealth Management, Llc
Sullivan & Schlieman Wealth Management, Llc has 6 employees
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What is Sullivan & Schlieman Wealth Management, Llc's Industry?
Sullivan & Schlieman Wealth Management, Llc is in the industry of Financial Services
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Who is Sullivan & Schlieman Wealth Management, Llc's Vice President Operations?
Sullivan & Schlieman Wealth Management, Llc's Vice President Operations is Emily Morgan