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Suellen Durkin
Senior Client Advisor/Director Of Financial Planning at Sandy Cove Advisors,
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Work Experience
Nov 2013 - Present · 11 years and 2 months
Senior Client Advisor/Director Of Financial Planning
Jul 2023 - Present · 1 years and 6 months
Client Advisor
Dec 2017 - Jul 2023 · 5 years and 7 months
Director Of Accounting And Business Services
Nov 2013 - Dec 2017 · 4 years and 1 months
Company Details
2-10 Employees
Sandy Cove Advisors is a boutique financial advisory firm that delivers a full spectrum of customized wealth management services, with a focus on investments, financial planning and family office solutions. The firm’s personalized, disciplined process helps clients achieve financial peace of mind in an increasingly complex world. Whether planning for retirement, navigating a major life transition, or creating a financial roadmap, you can trust our experienced team to help make sound decisions that impact you and those you care about, so you can enjoy today while feeling confident about tomorrow. Our services include: Wealth Management Asset Allocation & Investments Financial Planning Investment Advisory Personal CFO Services Estate, Retirement & Tax Planning Family Office Services For more information, please visit www.SandyCoveAdvisors.com
Year Founded
2010
Social Media
LinkedinFacebook
Industry
Financial Services, Investment Services
HQ Location
37 Derby Street, Suite 5 Hingham, MA 02043, US
Keywords
Wealth ManagementFamily Office ServicesFinancial PlanningInvestment AdvisoryDivorce PlanningFamilies in TransitionAsset Allocation & InvestmentsEstateRetirement & Tax Planningand Personal CFO Services
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