Sullivan Financial Advisors

Essex, Connecticut

4.4 (7 reviews)
Call (860) 657-4150 Visit website →

About

Sullivan Financial Advisors is a fee-only registered investment advisor in Essex, Connecticut, founded in 2003 and currently owned and operated by Jane Sullivan, a CFP with over 20 years of industry experience. The firm specializes in retirement planning and investment management, operating under a fiduciary obligation with no commission-based products, and emphasizes an integrated planning process that addresses investment management within the context of clients' broader financial goals. The firm's approach focuses on coordinating financial strategies to account for inflation, tax changes, market conditions, and other long-term uncertainties rather than relying on individual products or one-time plans.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8:30AM-5PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-5PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-4:30PM, Saturday: Closed
SEC registered
No
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