Sullivan and Schlieman – a wealth management firm located in Alpharetta – is partnering with the Chamber to celebrate 15 years in business, and will host a ribbon cutting event next month.
According to the event page, Sullivan and Schlieman seeks to work with clients in:
“…establishing a sound financial plan for each client that exceeds client expectations.”
Sullivan and Schlieman’s website notes that the company offers comprehensive financial planning services, portfolio construction and management, and consistent communication. For more information on who the company is and how it may be able to assist individual planning efforts, the website is here.
This event will feature a ribbon cutting and networking opportunities. Attendees are encouraged to bring Business Cards and be prepared to learn more about not just Sullivan and Schlieman, but other attendees at the event.
The event will take place on Friday, August 18, at 3:00 pm. It will be held at the offices of Sullivan and Schlieman, which are l at 5755 North Point Pkwy., Ste. 207, in Alpharetta. The event is free to attend, and individuals who are interested in doing so are encouraged to check out the website to RSVP. Get a Free Quote for Business Cards