James Sullivan

Lpl Wealth Advisor @Albany Financial Group

Albany, NY, US

We concentrate on providing financial advice to both individuals and businesses. We strive to understand our client\'s financial goals and objectives in order to customize strategies to navigate the challenges of wealth accumulation, management and distribution. Our focus is on retirement planning, estate planning and fee based investment management through LPL Financial, a Registered Investment Advisor.Please see our for a comprehensive list of our services- The financial consultants at Albany Financial Group are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'Contact Info\'​ section above- For a list of states in which the financial consultants affiliated with Albany Financial Group are registered to do business, please visit 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.

Averill Park High School

Advanced Regents

Clarkson University Graduate School

Master of Business Administration (MBA)

Siena University

Bachelor of Business Management, Economics