Eric Osullivan
Help small businesses and individuals by having a financial strategy for success. Protect, Plan, and Prosper.
- Role
- Financial Representative at Consolidated Planning, Inc.
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Eric Osullivan
Compliance:20•••08/
Experience
Financial Representative
Mar 2018 — Present
At Consolidated Planning, We specialize in helping our clients with Individual Strategies, Retirement Distribution Strategies, Business Strategies, and Corporate Strategies with Wealth Steps. We take our clients through a different type of approach with money management. Lets take a fresh NEW look at your Money Strategy. Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Drive, Suite 200, Charlotte, NC 28210, ph# 70••••••07. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
Education
DeVry University
B.S. degree
Greenville Technical College
Real Estate
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