Patricia Sullivan

Office Administrator at Sechrest & Bloom - Acton, MA, US

Patricia Sullivan's Contact Details
HQ
N/A
Location
316 Huntington Avenue,Boston,Massachusetts,02115,United States
Company
Sechrest & Bloom
Patricia Sullivan's Company Details
Sechrest & Bloom logo, Sechrest & Bloom contact details

Sechrest & Bloom

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

Sechrest & Bloom, LLC offers comprehensive, integrated CPA and investment advisory services to individuals, businesses, and trusts & estates.. Our team delivers tailored tax advice, preparation, accounting and bookkeeping services, financial planning, and investment solutions of a proactive and respectful manner. including providing accounting and bookkeeping services.We are also an independent, fee-only financial planning firm that is committed to providing the highest standard of fiduciary client service as a Registered Investment Adviser (RIA). We approach all tax, financial, and life planning issues in an educational and guiding approach.

Tax planning & prepartion Bookeeping QuickBooks Accounting Outsourced CFO services Business advisory services Trusts & Estates Wealth management Fee-only financial planning Succession planning Estate planning Tax planning & prepartion Trusts & Estates Tax planning & prepartion Trusts & Estates
Details about Sechrest & Bloom
Frequently Asked Questions about Patricia Sullivan
Patricia Sullivan currently works for Sechrest & Bloom, LLC.
Patricia Sullivan's role at Sechrest & Bloom, LLC is Office Administrator.
Patricia Sullivan's email address is ***@sechrestcpa.com. To view Patricia Sullivan's full email address, please signup to ConnectPlex.
Patricia Sullivan works in the Financial Services industry.
Patricia Sullivan's colleagues at Sechrest & Bloom are Jennifer CPA, Kathy Kiezulas, Jennifer Aufiero, Nancy Vaccaro, Jodie Tang, Chelsey Scovil and others.
Patricia Sullivan's phone number is N/A
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