Laconia: 603-581-2629 Schedule a conversation

Meet Scott “Sully” Sullivan

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Scott Sullivan, CLU®, RICP®. Partner and Financial Planning Advisor.

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How I work

I help people who are close to retirement or already there think through how to turn what they’ve saved into income. I start by listening, because the right plan depends on you.

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Background

In financial services since [YEAR].

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Designations

Chartered Life Underwriter® (CLU®) and Retirement Income Certified Professional® (RICP®).

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Outside the office

Pending firm review — Optional. One or two real details — family, hobbies, community — kept only if Sully wants them shared.

Contact

Laconia: 603-581-2629 | scott@bayptfin.com

Downtown Laconia, New Hampshire
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