Sullivan Financial is an independent Registered Investment Advisory (RIA) firm that offers holistic financial services. With a client-centric approach, they prioritize the best interests of their clients by providing transparent and cost-effective recommendations. Founded in 2003, the firm is now solely owned by Jane Sullivan, who is dedicated to expanding their services nationwide.
At Sullivan Financial, their unique philosophy revolves around a comprehensive and ongoing economic process to build wealth successfully. They aim to protect and grow their clients' wealth by considering various factors such as inflation, market corrections, tax law changes, and more. Through their process-driven approach, they help clients make informed financial decisions, maximize retirement income, and enjoy their wealth.
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