Josh Schlieman's Colleagues at Sullivan & Schlieman Wealth Management
Josh Schlieman's Contact Details
678-867-0500
Alpharetta, Georgia, United States
Sullivan & Schlieman Wealth Management
Josh Schlieman's Company Details
Sullivan & Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals. With a combined total of over 150 years of industry experience, we have the expertise to develop a plan that is specific to your needs.Sullivan & Schlieman Wealth Management, LLC was founded by Andrew Sullivan, CFP®, and Josh Schlieman, CFP®. With the help of a committed staff, Josh and Andrew earn their clients' trust through hard work, open and honest discussion, and their team's collaborative effort to exceed client expectations. As a result of earning their clients' trust, Andrew and Josh have established client relationships that are multi-generational, lasting over 20 years.Should you have any questions or would like to learn more about our firm, please feel free to visit our website or contact us at 678-867-0500. We look forward to hearing from you!Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. (www.finra.org) (www.sipc.org).For a list of states in which we are registered to do business, please visit www.sullivanandschlieman.com