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What's a Personal CFO and Why Do You Need One?

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Brian Sullivan
President, Primary Financial Advisors
CERTIFIED FINANCIAL PLANNER® , RJFS
brian@primaryfinancialadvisors.com
(978) 451-6922

Primary Financial Advisors
110 Haverhill Road, Suite 236
Amesbury, MA 01913

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Primary Financial Advisors. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Primary Financial Advisors is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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Planning, Living, Thriving: Your Resource Center for Wealth and Life

BROWSE BY CATEGORY: ALL CORPORATE EXECUTIVE BUSINESS OWNERS FAMILIES RETIREMENT

What's a Personal CFO and Why Do You Need One?

Planning, Living, Thriving:
Your Resource Center for Wealth and Life