Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC 33 Bedford Street, Concord, MA 01742

Welcome to Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC

Located in the heart of Concord, Massachusetts, at 33 Bedford Street, Erin Sullivan is a dedicated financial advisor with Ameriprise Financial Services, LLC, offering a comprehensive suite of financial planning services tailored to meet the unique needs of each client. With a commitment to ethical standards and a focus on real-world application of investment concepts, Erin is equipped to guide individuals through the complexities of asset management, estate planning, and retirement strategies.

Erin holds several prestigious certifications, including the AAMS™ (Accredited Asset Management Specialist™), ADPA™ (Accredited Domestic Partnership Advisor™), AEP® (Accredited Estate Planner®), and AIF® (Accredited Investment Fiduciary®), among others. These designations reflect Erin's expertise in areas such as asset allocation, investment strategies, wealth transfers, and fiduciary practices, ensuring personalized and informed advice for every client.

Whether you are planning for retirement, managing investments, or seeking advice on estate planning, Erin Sullivan offers expert guidance backed by extensive training and a commitment to ethical financial practices. With a focus on building long-term relationships, Erin is dedicated to helping clients achieve their financial goals through personalized strategies and a deep understanding of the financial landscape.

Visit us at our Concord office or contact us to schedule a consultation, and take the first step towards securing your financial future with confidence.