Sullivan & Schlieman Wealth Management, Llc

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Description

  • 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
  • location

    Headquarters:5755 North Point Parkway Suite 207, Alpharetta, Georgia, United States

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  • Sullivan & Schlieman Wealth Management, Llc phone

    Phone Number: +1 678-867-0500

  • Sullivan & Schlieman Wealth Management, Llc website

    Website: https://www.sullivanandschlieman.com

  • Sullivan & Schlieman Wealth Management, Llc employees

    Employees:6

  • Sullivan & Schlieman Wealth Management, Llc revenue

    Revenue:$1 - 10M

  • Sullivan & Schlieman Wealth Management, Llc legal name

    Legal Name:Sullivan & Schlieman Wealth Management, Llc

  • Sullivan & Schlieman Wealth Management, Llc's Social Media

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  • |  NAICS Code: 523920  |

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Person level website identification

Vice President Operations for Sullivan & Schlieman Wealth Management, Llc

Emily Morgan

Vice President Operations

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Emily Morgan

Vice President Operations

Frequently Asked Questions regarding Sullivan & Schlieman Wealth Management, Llc

  • 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

  • What is Sullivan & Schlieman Wealth Management, Llc's phone number?

    Sullivan & Schlieman Wealth Management, Llc's phone number is +1 678-867-0500

  • What is Sullivan & Schlieman Wealth Management, Llc's official website?

    Sullivan & Schlieman Wealth Management, Llc's official website is https://www.sullivanandschlieman.com

  • What is Sullivan & Schlieman Wealth Management, Llc's Revenue?

    Sullivan & Schlieman Wealth Management, Llc's revenue is $1 - 10M

  • What is Sullivan & Schlieman Wealth Management, Llc's NAICS code?

    Sullivan & Schlieman Wealth Management, Llc's NAICS code is 523920

  • How many employees are working in Sullivan & Schlieman Wealth Management, Llc

    Sullivan & Schlieman Wealth Management, Llc has 6 employees

  • What is Sullivan & Schlieman Wealth Management, Llc's Industry?

    Sullivan & Schlieman Wealth Management, Llc is in the industry of Financial Services

  • Who is Sullivan & Schlieman Wealth Management, Llc's Vice President Operations?

    Sullivan & Schlieman Wealth Management, Llc's Vice President Operations is Emily Morgan

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