Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact Pricing
Login Book a demo
Sullivan Financial Advisors logo — CT Based Independent Holistic Financial Planning & Wealth Ma...

Sullivan Financial Advisors

CT Based Independent Holistic Financial Planning & Wealth Management.

Founded 2002 United States Essex, United States 7 employees Finance, Financial Services

General Information

Company Name Sullivan Financial Advisors
Founded Year 2002
Location United States Essex, United States
Employees 7
Industries Finance, Financial Services
Social

BounceWatch is an independent company data service, not affiliated with Sullivan Financial Advisors. To contact Sullivan Financial Advisors, visit sullfin.com.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

About Sullivan Financial Advisors

Sullivan Financial Advisors is an independent Registered Investment Advisory (RIA) Firm focused on holistic financial planning and wealth management. Operating in a fiduciary capacity, the firm prioritizes clients’ best interests and operates with complete transparency. With a fee-based structure and a commitment to avoiding commissionable investments, Sullivan Financial emphasizes cost-effective, client-centric, and process-driven planning. Established in 2002, the firm has a solid foundation and a unique model that predates industry trends. Originally founded by David Sullivan, his daughter Jane joined in 2008 and assumed the role of Managing Partner in 2017. Following David’s retirement in 2019, Jane purchased the business and now serves as its sole owner, expressing a strong commitment to expanding the company's reach nationally. With a focus on finance and financial services, Sullivan Financial Advisors demonstrates a forward-thinking approach to wealth management.

Taxonomy: Independent Financial Planning, Wealth Management, Registered Investment Advisor, Fiduciary Duty, Transparent Advisory Services, Holistic Financial Planning, Fee-based Investments, Financial Advisory, Wealth Strategists, Process-driven Planning, Client-centric Services

No funding data available for Sullivan Financial Advisors yet.

Sullivan Financial Advisors Alternatives & Competitors

Sullivan Financial Advisors vs
Full Sail Capital
Full Sail Capital United States

Helping individuals and families grow and manage generational wealth.

16 employees
Finance, Financial Services
Sullivan Financial Advisors vs
CGN Advisors, LLC
CGN Advisors, LLC United States

An independent, fee-only financial planning and SEC-registered investment advisor (RIA) firm with a...

42 employees
Finance, Financial Services
Sullivan Financial Advisors vs
Total Wealth Advisors, LLC
Total Wealth Advisors, LLC United States

We provide comprehensive Wealth Management Services to Individuals, Families, and Business Owners

2 employees
Finance, Financial Services

FAQ About Sullivan Financial Advisors

CT Based Independent Holistic Financial Planning & Wealth Management.
Sullivan Financial Advisors was founded in 2002.
Sullivan Financial Advisors is headquartered in Essex, United States.
Sullivan Financial Advisors operates in Finance and Financial Services. Its work centres on Independent Financial Planning, Wealth Management, Registered Investment Advisor and Fiduciary Duty.
Sullivan Financial Advisors has approximately 7 employees.
Top alternatives and competitors to Sullivan Financial Advisors include Full Sail Capital, CGN Advisors, LLC, Total Wealth Advisors, LLC, Montgomery Financial, LLC, Spectrum Financial Alliance Ltd., LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Sullivan Financial Advisors and Full Sail Capital are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Sullivan Financial Advisors, https://bouncewatch.com/company/sullivan-financial-advisors, updated 27 October 2024. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Book a demo 30 minutes