Exit Options for John Hancock Bond and Corporate Finance Group: Hanover Communications In... - 28 Strategic Investors

View x
Country Directory
/
United States of America /
Investment Management Firms /
Sullivan, Bruyette, Speros & Blayney, Inc.

Sullivan, Bruyette, Speros & Blayney, Inc.

Investment Management Firms

Description

Sullivan, Bruyette, Speros & Blayney, Inc., doing business as Harris SBSBTM, operates as a wealth advisory company that offers financial planning, portfolio management, tax, and fiduciary services for individuals and families. Its financial planning services include retirement, education, and estate planning, as well as financing options, cash management, employee benefits, and charitable and family giving; and portfolio management services comprise assessing goals and objectives, analyzing risk tolerance, developing a personalized investment plan, building a customized and diversified portfolio, providing reporting, and adapting investments to an ever-changing environment. The companys tax services include preparing individual, trust, and gift tax returns, as well as preparing tax projections, conducting tax research, coordinating tax strategies with accountant, making estimated tax payments, researching and calculating cost basis, managing trust distributions, providing documentation to accountant, and responding to tax notices; and fiduciary services comprise investment advisory to corporations and not-for-profit organizations related to retirement plans, endowments, and reserve funds. The company was founded in 1991 and is based in McLean, Virginia. As of 5/27/2008, Sullivan, Bruyette, Speros & Blayney, Inc. operates as a subsidiary Harris National Association.

Corporate Address

8444 Westpark Drive Suite 610 McLean, VA22102 United States of America

United States of America

703-734-9300

Tags:

-

Signup with Aurigin to get access
to capital & deals across 140+ countries Signup Now
Claim your Firm Do you wish to claim?

About Aurigin

Aurigin is a global deal origination platform that connects qualified investment opportunities to institutional providers of capital. Investment management firms on Aurigin gain access to thousands of screened, high quality deals which are useful to their clients.

Disclaimer

Information listed in this page is intended only as a guide to the listed businesses or organization. Aurigin or any of its employees neither endorse, warrant, nor guarantee the products or services advertised in the directory. The information provided in each listing on this website is published as obtained from external sources that provide the information.

The information contained in the directory may not be exhaustive, accordingly each individual should engage in their own due diligence process to evaluate the companies, goods and services that are advertised/covered in the directory. No warranty, representation or undertaking is made about the content, accuracy and completeness of the information provided. Aurigin or any of its employees accepts no responsibility or liability for any loss, damage or injury which may arise from representations contained on this website. Use of the directory constitutes an agreement to release, indemnify, and hold harmless Aurigin as well as its employees, agents, representatives, and successors from all losses, claims, theft, demands, liabilities, causes of action, or expenses, known or unknown, arising out of the use of the online directory.

© Copyright 2024 AURIGIN, All rights reserved.

Securities are offered through Finalis Securities LLC, member of FINRA / SIPC. Aurigin is not a registered broker-dealer, and Finalis Securities LLC and Aurigin are separate, unaffiliated entities.

www.aurigininc.com is a website operated by Aurigin Inc., a privately held Delaware corporation. Aurigin provides deal origination services.