Daniel A. Bullard, CLU,® ChFC,® CIC

Founder and Investment Advisor Representative

Dan Bullard, founder of Bullard Financial Group Inc.I launched the firm, (then known as Bullard Financial Group) in 1970 to help people successfully plan for personal and business financial security. I am a Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Certified Insurance Counselor (CIC) and a Registered Representative of The O.N. Equity Sales Company, member FINRA/SIPC.

 

I have earned numerous industry awards including earning Life Qualifying Honor Roll Member status of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals.®

In working with you, I analyze your current financial status — review your assets and current investment tools, and assess your probability of success in achieving your income goals. I provide recommendations to improve tax efficiency, enhance performance goals, and provide for the future.

 

SPECIALIZED ADVICE AND PLANNING FOR BUSINESS OWNERS

I enjoy working with business owners to help them develop and execute a financial plan that addresses common business concerns, including retirement income, talent retention, business succession, and investment.

 

I attended Yale University and Deerfield Academy and was in the Army Reserve.

 

I am active locally:
    •    Having served on the Police Commission, and as
    •    Elected official to the Branford Representative Town Meeting,
    •    Member of the Economic Development Commission
    •    The Stony Creek Association, and
    •    Branford and New Haven Chamber of Commerce

 

I live in Stony Creek with my wife and have three daughters, three stepchildren, and nine grandchildren. I am an avid sailor, and I enjoy swimming, bicycling, and golf.

 

Read about Dan's personal history with one of Connecticut's premier manufacturing companies.

 

Connect with me on LinkedIn.

 

Call me at 203-488-4488 to schedule a meeting.