Sullivan Financial Services, Inc
You've worked hard for your money. It's time your money worked hard for you! We've helped others plan, and manage their wealth for their family's security, their kids' education, travel, retirement, and the unexpected. Not sure where to begin? We are...It's what we do! YOUR FUTURE START TODAY
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Work With a Team You Can Trust
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!
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 www.fivestarprofessional.com.