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Sullivan Financial Group, Inc.

111 N. Last Chance Gulch, Suite 3C
Helena, MT 59601
Phone:
  • 406-443-6300
  • 877-443-6300
Fax:
  • 406-443-2090

Albridge Access

View your account performance through Albridge

Albridge

Voya Orange Money

Access your Voya 403(b) or 401(k) account here.

Retirement Accounts

NetX Investor

Access your Voya Pershing investment account here

NetX Investor

Life is better with a plan

Welcome to Sullivan Financial Group

For more than 53 years, the clients of Sullivan Financial Group have been guided by a simple idea: Life is better with a plan. The advisors work closely with their clients to bring every aspect of their financial lives into consideration when devising a plan for them. A plan they can live and grow with. A plan they can change. And most important, a plan that lets them sleep well at night.

Financial Planner, Dan Sullivan, CFP® is assisted by a wonderfully responsive team including, Brian K. Nelson, CFP®, Melissa Domme, Julie Dooling and Shawnee Bushnell.

We invite you to explore our site and learn more about the services and solutions we offer. We welcome your inquiries by phone at 406-443-6300 or electronically: peterdan@sullivanfinancialgroup.com.