Ward Financial (CRD# 129371) is a financial advisory firm headquartered in Waltham, MA. They manage $1,906,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$953,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Thomas Sullivan (CRD# 2570110) is an Investment Advisor Representative working at Ward Financial in Waltham, MA and has over 23 years of experience in the finance industry.