Overview

Sullivan Financial Services, Inc.

Information by Research TrustFinance

https://www.sullivanfinancial.net/

Founded in 1989 by John M. Sullivan, Sullivan Financial Services, Inc. is a family-owned, independent financial services firm based in East Lyme, Connecticut. The company's mission is to help clients achieve their financial goals through personalized, long-term strategies. It focuses on providing comprehensive financial planning, including retirement planning, investment management, insurance solutions, and estate planning, priding itself on an objective, client-first approach.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service