Our Services

At Sullivan Financial Group it all comes down to planning. Planning for your family and your heirs. Planning for retirement and a long life. Planning for unexpected events. In short, we work closely with you to plan for your financial independence.

We know and use all of the tools used by national brokerage firms to help create financial plans for individuals and families. Stocks and bonds, IRAs, pension and profit-sharing plans, college savings plans, long term care and life insurance, to name a few of the tools at our disposal. We employ state of the art technology to make these tools available to and compatible with our clients. What distinguishes our service is a level of personal attention and care that will never be replaced by technology.