• Dr. Tony William Calandro interviews Kevin Sullivan, AIF® - PI Doctors Elite Community

  • Nov 22 2024
  • Length: 17 mins
  • Podcast

Dr. Tony William Calandro interviews Kevin Sullivan, AIF® - PI Doctors Elite Community

  • Summary

  • 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.

    Subscribe, like and share our podcast -
    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: kdsullivan@lpl.com
    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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