Jay Sullivan

Investment Analyst at COOPER/HAIMS ADVISORS - Victor, NY, US

Jay Sullivan's Contact Details
HQ
585-248-6400
Location
Rochester,New York,United States
Company
COOPER/HAIMS ADVISORS
Jay Sullivan's Company Details
COOPER/HAIMS ADVISORS logo, COOPER/HAIMS ADVISORS contact details

COOPER/HAIMS ADVISORS

Victor, NY, US • 20 - 49 Employees
Financial Services

Since 1981, Cooper/Haims has been committed to keeping our clients focused on their future. You deserve objective, independent financial advice that's motivated by your needs.At Cooper/Haims, we share that view. It's an approach that mirrors our philosophy and shapes every decision we make. That's why we choose to do business as a fee-based advisor, and have been doing business this way since well before fee-based asset and client management became the preferred method of wealth management.As a Registered Investment Advisor, we are honor-bound and legally required to put your interests first. No proprietary products. No hidden agenda. Just independent, objective, experienced and professional advice.

Investment Advisory Tax Planning Employee Benefits Estate Planning Retirement Planning Retirement Plan Services Tax Compliance Education Planning Insurance Planning
Details about COOPER/HAIMS ADVISORS
Frequently Asked Questions about Jay Sullivan
Jay Sullivan currently works for COOPER/HAIMS ADVISORS, LLC.
Jay Sullivan's role at COOPER/HAIMS ADVISORS, LLC is Investment Analyst.
Jay Sullivan's email address is ***@cooperhaims.com. To view Jay Sullivan's full email address, please signup to ConnectPlex.
Jay Sullivan works in the Financial Services industry.
Jay Sullivan's colleagues at COOPER/HAIMS ADVISORS are Daniel Jones, Jared Haims, Kerry Puff, Kris EA, Kris Christensen, Richard Bentley, Kerry Petersen and others.
Jay Sullivan's phone number is 585-248-6400
See more information about Jay Sullivan