Broker Check

1563 Postal Road Suite 3D
P.O. Box 462
Chester, MD 21619

Sullivan Financial, LLC

410.820.0394

 

Our Products and Services

We provide assistance in the following areas:

Investments

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

Tax Planning

  • Income, Gift and Estate Planning