Brian Sullivan's Contact Details

Brian Sullivan's Company Details

Dietz & Lynch Capital

Newbury, MA, US • 5 - 9 Employees
Financial Services

The advisors at Dietz & Lynch Capital provide individual and institutional clients with sophisticated proprietary risk management services and optimization in the areas of investment management and fiduciary compliance.Operating under a fiduciary standard of care, we put our clients' interests before all else. Since 1989, we have dedicated ourselves to serving individual and institutional clients with a loyalty that inspires and sustains their confidence in our three distinct specialties: •Versatile consulting services to pension, profit-sharing, and 401(k), 403(b), 457, and Taft-Hartley retirement plans, as well as foundations, endowments, trusts, and similar accounts.•Customized investment, wealth management and financial strategies, including access to insurance, non-qualified deferred compensation, and alternative investments, for individuals, businesses and plan sponsors.•Clear and transparent fiduciary process assistance by a team of professionals with extensive, diverse experience in investments, finance, benefits consulting, regulatory enforcement and innovative strategic planning.Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member SIPC www.sipc.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.dietzandlynch.com.