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Mark J. Alaimo, CPA/PFS, CFP(R)

Sullivan Bille Group
Financial Planning

Contact Information:

600 Clark Road, 4th Floor
Tewksbury, MA 01876
United States
T: 978-970-2900
F: 978-970-3260
www.sullivanbillegroup.com

Years in Business:

 

6

Clients I'm Seeking:

 

We are looking for professionals and wealthy families seeking comprehensive wealth management and investment advisory services in a fee-only envoirnment from trusted credentialed, and experienced professionals.

About My Business:

 

Wealth Management Advisors, LLC (WMA) works with each client to achieve financial and life goals by taking a comprehensive approach to planning and managing their wealth on a Fee-Only basis. In addition, we are able to leverage the vast knowledge and resources of our sister CPA firm, Sullivan Bille PC, to address our clients' personal & business tax and accounting needs. Our core values are integrity, honesty, accountability and independence. We hold ourselves to the highest standards of excellence and client service. Your WMA team incorporates income and estate tax planning, investment optimization, college and retirement analysis and risk management with your goals and objectives to develop a truly effective wealth management plan. Specialties include: Comprehensive Wealth Management in a "fee-only" enviornment, Investment Management, Financial Planning, Stock Option Planning, All areas of tax compliance, Assurance Services, Not-for-profit Services

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