Coronavirus (COVID-19) Update

We are here to help!

We continue to serve our clients during the Coronavirus (COVID-19) outbreak.  With Montana's recent 'Shelter in place' order, Financial Services are exempted.  Sullivan Financial Group is open for your phone calls and for Zoom online meetings. 

Our staff is equipped to work from home and we are actively doing that now.  We continue to keep normal business hours, Monday-Friday.  Please call us at 406-443-6300.  If you need to review your accounts or financial plan, we will schedule a Zoom meeting with you.   

Please Note: We will not be scheduling any in-person client meetings until further notice.  To prevent the spread of the virus, we ask that you do not come to the office.  If you need to bring us a check or return some paperwork to the office, please mail it, or call ahead so we may meet you at your car on Jackson Street to retrieve the documents.

Thank you for your patience as we work offsite with our phones and online systems. We will do our best to help you with your questions, needs and concerns.