Life is better with a plan

Welcome to Sullivan Financial Group

For more than 57 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 remain confident.

Financial Planner, Dan Sullivan, CFP® is assisted by a wonderfully responsive team including, Brian K. Nelson, CFP®, Melissa Stoos, Julie Dooling and Theresa Palmquist.

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 by e-mail.