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Book an appointment in seattle

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Book an appointment with our Seattle-area Financial Advisor, Daniel Sullivan. 

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Daniel is currently meeting with clients by phone and by video chat. 

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His areas of expertise include small business retirement, individual financial planning, and ESG investing. 

investing@zenithim.com

858.716.7500

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Zenith Investment Management only conducts business in states where it is licensed, registered, or where an applicable exemption or exclusion is afforded. The contents of this site should not be considered a solicitation to buy or an offer to sell securities or financial services. The investment advisory services of Zenith Investment Management are not available in those states where it is not authorized or permitted by law to solicit prospective clients or sell services.

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Zenith Investment Management LLC is an investment advisor registered in the states of California, Massachusetts, and Missouri. We only transact business with residents of these states or residents of other states where we are legally permitted and subject to exemptions or exclusions from state registration requirements. Registration with a state securities regulatory authority does not imply a certain level of skill or training.

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©2021 by Zenith Investment Management.

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