Julie Sullivan's Contact Details

Julie Sullivan's Company Details

Coastal States Wealth Advisors

Fremont, NH, US • 5 - 9 Employees
Financial Services

TAG is a financial management firm that provides clients in all stages of wealth development independent, unbiased financial advice steeped in traditional morals and ethics. And we offer all the traditional Financial Planning, Investment Management, Wealth Protection and Wealth Management service. But in a non-traditional model.TAG 2.0 is a new take on financial advisory services that combines the best of two worlds: the security and stability of a 30-year-old, $1.3 billion institution (TAG Group, Inc.) and the fresh thinking, creativity and enthusiasm of a start-up division. TAG 2.0 infuses old-world morals and ethics into the next generation of financial advice.At TAG 2.0, we won't force you to adapt to our way of doing business, we'll adapt to yours. And forget the typical sales-y, impersonal, indifferent advisor who hides in his expensive office. Bring on financial professionals that are human, authentic and engaged in each client relationship.With TAG 2.0, we set out to turn the traditional Wall St. advisory model on its head and break out of the stuffy old mold.Trust Advisory Group, LTD. is a registered investment advisor, 444 Washington St, Suite 407, Woburn, MA 01801, (781) 933-6100. Securities offered through AGES Financial Services, LTD., Member FINRA/SIPC/MSRB. Read our privacy policy, social media policy, cookie policy, and disclaimers at: https://trustadvisorygroup.com/legal-notifications