Leann Sullivan's Contact Details

Leann Sullivan's Company Details

TFC Financial Management

, , • 11 - 50 Employees
Financial Services

TFC Financial Management, Inc., founded in 1980, is an independent, fee-only Registered Investment Advisory firm, majority owned by employees. We provide financial planning, personal financial advisory services and asset management for individuals, couples and families with a net worth ranging from $3 – $20 million. In addition, we offer strategic financial planning and endowment asset management services for boards of non-profit organizations. Our goal is to help clients build and preserve wealth for the long-term, and, as a fiduciary, we ensure that their interests always come first.Company Specialties:• Multi-generational families• Women in transition• Life transitions, including retirement, inheritance, marriage, birth of a child, loss of a family member• Employee-related decisions, including benefits, employer stock grants, employment transitions