Description
Sullivan, Bruyette, Speros & Blayney, Inc., doing business as Harris SBSBTM, operates as a wealth advisory company that offers financial planning, portfolio management, tax, and fiduciary services for individuals and families. Its financial planning services include retirement, education, and estate planning, as well as financing options, cash management, employee benefits, and charitable and family giving; and portfolio management services comprise assessing goals and objectives, analyzing risk tolerance, developing a personalized investment plan, building a customized and diversified portfolio, providing reporting, and adapting investments to an ever-changing environment. The companys tax services include preparing individual, trust, and gift tax returns, as well as preparing tax projections, conducting tax research, coordinating tax strategies with accountant, making estimated tax payments, researching and calculating cost basis, managing trust distributions, providing documentation to accountant, and responding to tax notices; and fiduciary services comprise investment advisory to corporations and not-for-profit organizations related to retirement plans, endowments, and reserve funds. The company was founded in 1991 and is based in McLean, Virginia. As of 5/27/2008, Sullivan, Bruyette, Speros & Blayney, Inc. operates as a subsidiary Harris National Association.
Corporate Address
8444 Westpark Drive Suite 610 McLean, VA22102 United States of America
United States of America
703-734-9300
Tags:
-