Broker Check

Our Services

How We Work

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 security.

We know and use all of the tools used by national brokerage firms to 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.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  406-443-6300