Ward Financial

Ward Financial (CRD# 129371) is a financial advisory firm headquartered in Waltham, MA. They manage $1,608,122 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $804,061
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Ward Financial
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Sullivan
CRD#: 2570110
711 Main Street, Waltham, MA 02451
93
Wealthminder
score

Thomas Sullivan (CRD# 2570110) is an Investment Advisor Representative working at Ward Financial in Waltham, MA and has over 22 years of experience in the finance industry.

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