Sullivan Financial Services, Inc - Home

We are an independent financial firm that has been helping people establish and maintain their long-term financial goals since 1992.

If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor.
 
If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.

We appreciate your interest in Sullivan Financial Services and sincerely look forward to serving you!
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Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,467 Boston wealth managers were considered for the award; 622 (25 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com 

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