Sullivan Financial Services, Inc - Home

We are an independent financial firm that has been helping people establish and maintain their long-term financial goals since 1992.

If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor.
If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.

We appreciate your interest in Sullivan Financial Services and sincerely look forward to serving you!




WS 2023 Five Star
2017-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 2/2023 based on data gathered within 12 months preceding the issue date. 3,923 advisors were considered, 578 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit




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