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Dr. Tony William Calandro interviews Kevin Sullivan, AIF® - PI Doctors Elite Community
Manage episode 451500528 series 3457427
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Listen to this episode as we have found over the years that doctors who invest need to look for these three things.....
1. More Accessibility - NOT less
2. More Customization - NOT less
3. More Strategic Thinking - NOT less
Dr. Tony Calandro, founder of the PI Doctors Elite Community, interviews Kevin Sullivan, Wealth Advisor, Accredited Investment Fiduciary, and Host of the Physician Wealth Meds Podcast - A Wealth Podcast for Doctors.
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Our goal is to help doctors create and maintain wealth inside and outside of their practices that will last for generations!
PODCAST INFO
Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901
Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637
Got questions?
Click here for a complimentary discussion or virtual meeting.
For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
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