Sullivan Financial Advisors
Financial Services, 15A Main St, Essex, , 6426, Connecticut, United States, 1-10 Employees
Phone Number: +14*********
Who is SULLIVAN FINANCIAL ADVISORS
Sullivan Financial is a Registered Investment Advisory (RIA) Firm by design. We are completely independent, transparent, & always operate in a fiduciary capacity; meaning we put our clien...
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Headquarters: 15A Main St, Essex, Connecticut, 6426, United States
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Date Founded: 2002
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Employees: 1-10
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Revenue: $500 Million to $1 Billion
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Sullivan Financial Advisors
Answer: Sullivan Financial Advisors's headquarters are located at 15A Main St, Essex, , 6426, Connecticut, United States
Answer: Sullivan Financial Advisors's phone number is +14*********
Answer: Sullivan Financial Advisors's official website is https://sullfin.com
Answer: Sullivan Financial Advisors's revenue is $500 Million to $1 Billion
Answer: Sullivan Financial Advisors's SIC: 6282
Answer: Sullivan Financial Advisors's NAICS: 523940
Answer: Sullivan Financial Advisors has 1-10 employees
Answer: Sullivan Financial Advisors is in Financial Services
Answer: Sullivan Financial Advisors contact info: Phone number: +14********* Website: https://sullfin.com
Answer: Sullivan Financial is a Registered Investment Advisory (RIA) Firm by design. We are completely independent, transparent, & always operate in a fiduciary capacity; meaning we put our clients best interest ahead of our own, with a legal and ethical obligation to do so. We are completely fee-based and offer no commissionable investments. Our independent structure means we have no parent company or home office setting sales goals. Simply put, we recommend only what is appropriate for our clients in the most cost-effective manner available. We take pride in being client-centric & process-driven by focusing on planning instead of individual products. One product is not a solution. The company was established under this model originally before the industry started to follow suit. It was founded in 2003 by Janes father, David Sullivan. Jane joined in 2008 as an advisor and became Managing Partner in 2017. David retired in 2019 & Jane purchased the business and became sole owner. She is passionate about expanding the company to serve clients across the country.
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