Sullivan Investment Group, LLC is an independent, fee-only financial advisory firm based in Scottsdale, Arizona. Founded with the mission to provide objective and tailored financial guidance, the company operates as a fiduciary, legally obligated to act in its clients' best interests. Their services encompass comprehensive wealth management, including investment portfolio management, retirement planning, estate planning, and risk management. The firm focuses on building long-term relationships with clients by developing customized strategies to help them achieve their financial goals.

Founded in

United States