Sullivan Financial Advisors
15A Main Street, Essex, CT 06426
About the Business
Sullivan Financial Advisors, located at 15A Main Street in Essex, Connecticut, is a Registered Investment Advisory Firm that operates with complete independence and transparency. As a fiduciary, they prioritize their clients' best interests and offer only fee-based services with no commissionable investments. Founded in 2003 by David Sullivan and now led by Managing Partner Jane Sullivan, the company focuses on holistic financial planning and asset management to help clients achieve their long-term financial goals. Their client-centric approach emphasizes planning over individual products, with a goal of providing a comprehensive financial solution that addresses the "Certain Uncertainties" that can erode wealth over time. Sullivan Financial serves a diverse range of clients, including women going through life transitions, pre-retirees, retirees, young professionals and families, and the LGBTQ community. Their unique process is designed to help clients understand their financial options, protect their wealth, and ultimately enjoy their financial success.
Photos
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Jane is attentive and thoughtful when working with clients, she always has their best interest in mind. She takes her role seriously and understands the importance of providing her clients with financial security. Her office is welcoming and she has a cute coworker, her pup Reagan. Highly recommend!"
"Jane is a great advisor that really cares about helping her clients succeed. She is a true fiduciary as her clients best interests are always 1st in her planning."
"The best customer service any client could ask for. Emails and phone calls promptly returned, even with my 3-hour time difference in California. Not sure why the other post could say they only work off “their schedule.” Not true at all. Been a client of theirs for over 7 years, and this firm has grown my portfolio more than I could have ever hoped, guided me through my home buying process and constantly has MY best interest at the forefront of their planning strategies. It would be a shame if you didn’t let this hard working, dedicated team NOT share their expertise and experience to make your life so much easier!"
"HORRIBLE CUSTOMER SERVICE. DAVE SULLIVAN IS RUDE AND WORKS ONLY ON HIS SCHEDULE. THIS FINANCIAL SERVICE COMPANY DOES NOT WORK FOR THE CUSTOMER! BEWARE!!"
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Tax Consultant
- Audit & Consulting
- Asset Protection Strategies
- Certain Uncertainties
- Comprehensive Financial Solutions
- Erosion Of Wealth Over Time
- Estate Planning Services
- Family Financial Planning
- Fee-Based Investing
- Fiduciary Advice
- Financial Planning Services
- Generational Wealth Transfer
- Holistic Wealth Management
- Investment Advisory Firm
- Investment Portfolio Management
- Lgbtq+ Financial Inclusion
- Life Transition Planning
- Long-Term Financial Goal Achievement
- Personalized Financial Coaching
- Post-Retirement Wealth Preservation
- Pre-Retirement Guidance
- Registered Investment Advisor
- Retirement Planning
- Women's Financial Empowerment
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