Our Firm

At Sullivan Financial we realize your financial and investment needs are as unique as you and your family. As a result, the one-size-fits-all products and services offered by other companies may not be right for you.

With this in mind, we were created independently of any investments or insurance company. We have no proprietary product we are required to sell, so we can be unbiased in helping you learn about savings and investment opportunities from a variety of companies. We'll walk you through the process of deciding which ones will best meet your needs.

Together we'll put together a customized plan that is specially suited to meet the unique needs of you and your family.