General Info

Our primary market is small businesses, their executives and owners. We have proven competencies in servicing this market since 1963. We offer and support a full portfolio of products and services designed specifically for this market. Our clients' personal needs are guided by the concept that lifetime value management through a business advisory relationship is far preferable to a transaction approach.Daniel A. Bullard is a Registered Representative of and offers Securities through O. N. Equity Sales Company, Member NASD / SIPC. Life Insurance products and Securities licensed in CT, NY, NJ and MA. Dan is certified to represent Connecticut Partnership for Long Term Care. Bullard Financial is independently owned.