My name is Dave Sullo, and I am a Financial Advisor with New York Life. Our firm has over 175 years of experience serving clients around the country, and it would be my pleasure to work with you. Having been through a separation, I have a real life understanding of the emotional, social, legal, and financial aspects involved. I'm dedicated to being a trusted advisor for clients navigating this sometimes overwhelming and emotional process towards a new found independence.
Advice becomes meaningful only when it’s personal. That’s what makes participation in our Concierge Planning program so valuable. Supported by a dedicated New York Life planning team, you get integrated insurance (life, disability, long term care) and investment (retirement, education, tax efficiency) advice from a dedicated team of specialists working together in the best interest of you and your goals to help you feel confident about your financial future.
I operate my practice as an advisor that is always available and puts my clients best interest first. I'm available seven days a week, via cell phone at 781.757.2322 or by email at email@example.com
1050 Hingham Street 3rd fl, Rockland, MA, USA