How does the advisor help clients – Key Takeaways:
Sullivan Financial, LLC is a reputable financial firm that provides expert advice to its clients. Specializing in financial planning and investment management, Sullivan Financial, LLC offers a wide range of services to help individuals and businesses achieve their financial goals. Their team of experienced advisors is dedicated to delivering personalized solutions and guiding clients through the complexities of the financial world.
- Expert financial advice and planning
- Investment management services
- Personalized solutions for individuals and businesses
- Experienced and knowledgeable advisors
Facts and Insights
Founded in 2005, Sullivan Financial, LLC has over 15 years of experience in the financial industry. In that time, they have helped countless clients navigate through various market fluctuations and achieve their financial goals. With a focus on long-term growth and asset preservation, Sullivan Financial, LLC has established a strong reputation for delivering exceptional results.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15 years |
Financial Services Offered
As a full-service financial firm, Sullivan Financial, LLC offers a wide range of services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance solutions
- And more
Client Types
Sullivan Financial, LLC works with a diverse range of clients, including individuals, families, professionals, and businesses. Their team of advisors takes a personalized approach to understanding each client’s unique financial situation and tailors their services to meet their specific needs and goals.
Fees & Compensation
Sullivan Financial, LLC operates on a fee-only basis, meaning their compensation is solely based on the services they provide to their clients. This ensures that their advisors’ interests are aligned with their clients’ and eliminates any conflicts of interest.
Background
Sullivan Financial, LLC was founded by John Sullivan, a highly experienced and knowledgeable financial advisor. With over 25 years of experience in the industry, John has built a strong team of advisors and established a reputable firm that prioritizes their clients’ financial success.
Financial Advisor Disclosures to Know
Sullivan Financial, LLC is a registered investment advisor (RIA), which means they are held to a fiduciary standard. This means they are legally obligated to act in their clients’ best interests and prioritize their needs above their own. They also have a clean record with no disciplinary actions or customer complaints, ensuring their clients can trust their expertise and integrity.