sullivan financial advisors

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7 Water St
South Glastonbury, CT 06073

Sullivan Financial is an independent Registered Investment Advisory firm located in South Glastonbury, CT, founded in 2003 by David Sullivan and currently led by Managing Partner Jane Sullivan. The firm operates in a fiduciary capacity, prioritizing clients' best interests with a transparent, fee-based approach and no commissionable investments.

Specializing in holistic financial planning and asset management, Sullivan Financial aims to equip clients with effective financial strategies to build and protect their wealth over time. Their client-centric process focuses on long-term wealth, retirement income, and minimizing risks while adapting to the uncertainties that may impact financial stability.

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