Welcome to Sullivan Financial Services, Inc.!

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Featured Content: Latest Article and Market Commentaries

The Family Conversation: Addressing Your Health Care Needs in Retirement - Use these questions to help guide your next family conversation to a more effective outcome.

View the Featured Article


Last Updated: 08/14/17


 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 Web site 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!

 



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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This communication strictly intended for individuals residing in the states of AZ,CA,DC,FL,MA,ME,NC,NH,NJ,NV,RI,SC,TX,VA,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
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