Sound Generational Wealth
Financial Services • 
135 Goose Ln, Guilford, United States • 1-10 Employees
Company overview
| Headquarters | 135 Goose Ln, Guilford, Connecticut 06437, US |
| Phone number | +12034884488 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Business Succession Planning, Wealth Management, Annuities, Business Continuity Planning, Whole Life Insurance, Retirement Planning, Life Insurance, Retirement Income, Executive Benefits, Financial Planning, Estate Planning, Mutual Funds, Brokerage Services, Variable Annuities, College Savings, Deferred Compensation, Fixed Indexed Annuities, Buy Sell, Managed Money, Variable Universal Life Insurance, 401(K) And Retirement Plans, Tax-Advantaged Strategies |
| Founded | 1969 |
| Employees | 1-10 |
| Socials |
Key Contacts at Sound Generational Wealth
Daniel A. Bullard
Founder
Dan Bullard
Owner
Daniel Bullard
Owner
Sound Generational Wealth Email Formats
Sound Generational Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@bullardfinancial.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bullardfinancial.com | 80% |
{last name}{last name} | doedoe@bullardfinancial.com | 20% |
About Sound Generational Wealth
Sound Generational Wealth and the Bullard Financial Group team has been working with individuals and businesses in Connecticut for 50 years. We believe an *advisory role is the best way to help you manage the assets earned over a lifetime, and we are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. We're not interested in providing meaningless quotes or using financial templates that don't suit your situation. Our plans are tailored to fit the needs of individual clients. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road map to working toward a more secure financial future for family, partners and employees. We’re looking forward to using our experience and knowledge to help you pursue your financial goals. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Sound Generational Wealth revenue & valuation
| Annual revenue | $4,417,267 |
| Revenue per employee | $632,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $14,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Sound Generational Wealth has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Sound Generational Wealth has never raised funding before.
Sound Generational Wealth Tech Stack
Discover the technologies and tools that power Sound Generational Wealth's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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