The Sullivan Group has been serving the greater Sacramento area for over 20 years

What We Do

Our Services

We offer complete, trustworthy and objective financial advice personalized to fit your needs and goals.

Retirement Planning

You have a set of retirement goals and objectives. Whatever they may be, we will be by your side to help you achieve them.

Investment Management

We manage your retirement accounts so that you can preserve and protect the assets that you have worked your whole life to build.

Estate Strategies

If your goal is to leave a financial legacy, we work to create unique strategies to help you achieve a tax-efficient transfer of your wealth.

“For over 30 years i have strived to put my clients first and to do everything I could to help them meet their financial goals. a lot has changed in the financial advisory world since the 1980’s, but for me, my clients will always come first.”

Kurt Halverstadt | Managing Director, Sullivan Group

Contact Us Today!

Feel free to use the form or give us a call at a number below.


Kurt Halverstadt (Managing Director)
Phone: (916) 797-8500 ext. 102

Fax and email:
(888) 390-2672

Our Office Location:
564 N. Sunrise Ave.
Roseville, CA 95661

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