Daniel A. Bullard
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Daniel A. Bullard Email & Phone Number

Founder, Bullard Financial Group Inc. at Bullard Financial Group Inc.
Location: Branford, Connecticut, United States 3 work roles 3 schools
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Role
Founder, Bullard Financial Group Inc.
Location
Branford, Connecticut, United States

Who is Daniel A. Bullard? Overview

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Daniel A. Bullard is listed as Founder, Bullard Financial Group Inc. at Bullard Financial Group Inc., based in Branford, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Daniel A. Bullard.

Daniel A. Bullard previously worked as Founder at Bullard Financial Group Inc. and Estate Planning at Connecticut General. Daniel A. Bullard holds Chartered Life Underwriter, Chartered Financial Consultant from The American College.

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Email format at Bullard Financial Group Inc.

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Bullard Financial Group Inc.

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Profile bio

About Daniel A. Bullard

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.

Current workplace

Daniel A. Bullard's current company

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Bullard Financial Group Inc.
Bullard Financial Group Inc.
Founder, Bullard Financial Group Inc.
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3 roles

Daniel A. Bullard work experience

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Founder

Current

Bullard 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.

Oct 1969 - Present

Estate Planning

Connecticut General
Jun 1969 - Jun 1974

Assistant Treasurer

Connecticut Bank & Trust
Jun 1963 - Jun 1969
3 education records

Daniel A. Bullard education

Bachelor Of Arts (B.A.), American/United States Studies/Civilization

Activities and Societies: Lacrosse, Delta Kappa Epsilon

FAQ

Frequently asked questions about Daniel A. Bullard

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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 Bullard Financial Group Inc.?

Daniel A. Bullard is listed as Founder, Bullard Financial Group Inc. at Bullard Financial Group Inc..

Where is Daniel A. Bullard based?

Daniel A. Bullard is based in Branford, Connecticut, United States while working with Bullard Financial Group Inc..

What companies has Daniel A. Bullard worked for?

Daniel A. Bullard has worked for Bullard Financial Group Inc., Connecticut General, and Connecticut Bank & Trust.

How can I contact Daniel A. Bullard?

You can use AeroLeads to view verified contact signals for Daniel A. Bullard at Bullard Financial Group Inc., including work email, phone, and LinkedIn data when available.

What schools did Daniel A. Bullard attend?

Daniel A. Bullard holds Chartered Life Underwriter, Chartered Financial Consultant from The American College.

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