At The Sullivan Group, our primary mission is you and your family’s financial success.  We believe that each of our clients deserves a high level of service, catered to their specific circumstances and life goals.  We strive for excellency in everything that we do and trustworthiness in all our advice.

The Sullivan Group aims to put the client first and always has their best interests at the front of their mind.  Whether our clients need quality money management, a retirement plan for their future, or even something as simple as a free second opinion, The Sullivan Group is confident that we will remain objective and honest every step of the way.

Your success depends on it.