Life is better with a plan.
Welcome to Sullivan Financial Group
For more than 59 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 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.

Meet the Sullivan Financial Group Team
Click below to meet the planners and talented staff of Sullivan Financial Group. Get to know us and give us a call to discuss how we can help you in your planning and investment needs.