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SULLIVAN MERMEL, INC. Fee-Only Financial Planning

Sullivan Mermel, Inc. Fee Only Financial Planning

Financial Services, 3744 N Southport Ave, Chicago, Illinois, 60613, United States, 1-10 Employees

sullivanmermel.com

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Who is SULLIVAN MERMEL, INC. FEE-ONLY FINANCIAL PLANNING

We are a team of dedicated financial planning professionals who work in a comprehensive, or holistic, way. We help our clients gain confidence, get organized, and go forward with clarity ...

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  • 3744 N Southport Ave, Chicago, Illinois, 60613, United States Headquarters: 3744 N Southport Ave, Chicago, Illinois, 60613, United States
  • 2008 Date Founded: 2008
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 8721 | NAICS Code: 541219 | Show More

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Frequently Asked Questions Regarding SULLIVAN MERMEL, INC. Fee-Only Financial Planning

Answer: SULLIVAN MERMEL, INC. Fee-Only Financial Planning's headquarters are located at 3744 N Southport Ave, Chicago, Illinois, 60613, United States

Answer: SULLIVAN MERMEL, INC. Fee-Only Financial Planning's phone number is +13*********

Answer: SULLIVAN MERMEL, INC. Fee-Only Financial Planning's official website is https://sullivanmermel.com

Answer: SULLIVAN MERMEL, INC. Fee-Only Financial Planning's revenue is Under $1 Million

Answer: SULLIVAN MERMEL, INC. Fee-Only Financial Planning's SIC: 8721

Answer: SULLIVAN MERMEL, INC. Fee-Only Financial Planning's NAICS: 541219

Answer: SULLIVAN MERMEL, INC. Fee-Only Financial Planning has 1-10 employees

Answer: SULLIVAN MERMEL, INC. Fee-Only Financial Planning is in Financial Services

Answer: SULLIVAN MERMEL, INC. Fee-Only Financial Planning top competitors include: Goldman Sachs

Answer: SULLIVAN MERMEL, INC. Fee-Only Financial Planning contact info: Phone number: +13********* Website: https://sullivanmermel.com

Answer: We are a team of dedicated financial planning professionals who work in a comprehensive, or holistic, way. We help our clients gain confidence, get organized, and go forward with clarity so they can achieve big goals. We especially enjoy working with attorneys, near retirees, and clients interested in socially responsible investing. We offer a two ways of working together: 1. A Financial Strategy Session to answer your 3 biggest questions; 2. An on-going retainer which includes methodically going over every area of your finances, including recommending and implementing investments as well as preparing and filing your taxes. We practice in a small niche of the industry called fee-only, which focuses on giving un-biased advice. We don't take commission, get kick-backs, or sell products. We have no hidden agendas. Our focus is on giving our clients the best comprehensive advice possible. Located in Chicago, Illinois, we serve clients in Chicago and throughout the nation. We meet both in-person in our Chicago office and virtually through video conferencing and secure file transfer.

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