Daniel A. Bullard Email and Phone Number
A graduate of Deerfield Academy and Yale University, Dan established his own financial services firm in the '70s. He also served in the Army Reserves. His professional achievements include Chartered Life Underwriter and Chartered Financial Consultant; Registered Representative of The O.N. Equity Sales Company, member FINRA/SIPC; Life qualifying Honor Roll Million Dollar Round Table member; National Association of Life Underwriters; Life Underwriter Political Action Committee; as well as past president of his local association.Locally, Dan served on the board of the Police Commission, is active in his church, is President of the Stony Creek Association Board, and a member of the Branford and New Haven Chamber of Commerce. In the past, he has served as an elected official to the Branford Representative Town Meeting and member of the Economic Development Commission. Dan is married, has 3 daughters, 3 stepchildren and 9 grandchildren.He frequently addresses industry groups on various concepts related to financial services industries.Securities offered through The O.N. Equity Sales Company Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242. Investment Advisory Services offered through O.N. Investment Management Company.
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FounderBullard Financial Group Inc. Oct 1969 - PresentBullard Financial specializes in estate and retirement planning for owners and executives of small businesses. We believe a business advisory role is the best way to help you manage the assets earned over a lifetime, and is far better than focusing on "products" to sell.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. We listen, and then ask the right questions to discover your goals for family, partners and employees. -
Estate PlanningConnecticut General Jun 1969 - Jun 1974
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Assistant TreasurerConnecticut Bank & Trust Jun 1963 - Jun 1969
Daniel A. Bullard Education Details
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Chartered Financial Consultant -
American/United States Studies/Civilization -
High School Diploma
Frequently Asked Questions about Daniel A. Bullard
What company does Daniel A. Bullard work for?
Daniel A. Bullard works for Bullard Financial Group Inc.
What is Daniel A. Bullard's role at the current company?
Daniel A. Bullard's current role is Founder, Bullard Financial Group Inc..
What schools did Daniel A. Bullard attend?
Daniel A. Bullard attended The American College, Yale University, Deerfield Academy.
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