The Sullivan Group has been serving the greater Sacramento area for over 20 years
We offer complete, trustworthy and objective financial advice personalized to fit your needs and goals.
You have a set of retirement goals and objectives. Whatever they may be, we will be by your side to help you achieve them.
We manage your retirement accounts so that you can preserve and protect the assets that you have worked your whole life to build.
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.
“I take the future of my client’s wealth very seriously. In a world of automated investing, what I know for certain is that real, human financial advisors will always be there to listen, to strategize, and to explain. This can never be replaced.”
“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.”
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
C.Jay Engel (Financial Advisor)
Phone: (916) 797-8500 ext. 104
Fax and email:
Our Office Location:
564 N. Sunrise Ave.
Roseville, CA 95661