Sullivan Financial

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

15a Main St, Essex, Connecticut, 06426, ...

Phone Number

(860) 657-4150

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Sullivan Financial

Sullivan Financial Advisors is a Registered Investment Advisory firm that offers holistic financial services with a client-centric and process-driven approach. Founded in 2003, the firm operates independently and in a fiduciary capacity, ensuring that clients' best interests are prioritized without commissionable investments. They serve a diverse clientele, including individuals, families, business owners, and institutions, focusing on comprehensive financial planning and asset management. Their mission is to help clients build and protect wealth while navigating the uncertainties of financial life.Explore more
Sullivan Financial's Social MediaPopular SearchesSullivan Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Sullivan Financial Org Chart

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Principal and Independent Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sullivan Financial

<$5M
1-10
Private
-
-
JS
Jane SullivanPrincipal and Independent Financial Advisor
$8.2M
1-10
Private
<$5M
1996
LB
Lawrence BreenCertified Financial Planner (Cfp)
<$5M
11-50
Private
-
1973
MP
Meghan PipperOffice Manager
<$5M
1-10
Private
-
2018
SR
Samantha RuizOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
IG
Israel GuitianFounder & President
<$5M
1-10
Private
-
2005
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sullivan Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sullivan Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sullivan Financial.

Sullivan Financial Tech Stack

A closer look at the technologies used by Sullivan Financial

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Frequently Asked Questions Regarding Sullivan Financial

What is Sullivan Financial's official website?
Sullivan Financial's official website is www.sullfin.com
What is Sullivan Financial's Revenue?
Sullivan Financial's revenue is <$5 Million
What is Sullivan Financial's SIC code?
Sullivan Financial's SIC: 62,628
What is Sullivan Financial's NAICS code?
Sullivan Financial's NAICS: 52,523
How many employees does Sullivan Financial have?
Sullivan Financial has 1-10 employees
What industry does Sullivan Financial belong to?
Sullivan Financial is in the industry of: Finance, Securities Trading
What is Sullivan Financial competition?
Sullivan Financial top competitors include: Dean Wealth Partners, Financial Group, Breen Financial Management, Apex Financial Planning
What technology does Sullivan Financial use?
Some of the popular technologies that Sullivan Financial uses are: WordPress.org, PHP, Barracuda Networks, Constant Contact
How do I contact Sullivan Financial?
Sullivan Financial contact info: Phone number: (860) 657-4150 Website: www.sullfin.com
What does Sullivan Financial do?

Sullivan Financial Advisors is a Registered Investment Advisory firm that offers holistic financial services with a client-centric and process-driven approach. Founded in 2003, the firm operates independently and in a fiduciary capacity, ensuring that clients' best interests are prioritized without commissionable investments. They serve a diverse c... lientele, including individuals, families, business owners, and institutions, focusing on comprehensive financial planning and asset management. Their mission is to help clients build and protect wealth while navigating the uncertainties of financial life.Read More

What are Sullivan Financial social media links?
Sullivan Financial Twitter page Sullivan Financial Facebook page
Is Sullivan Financial a public company?
Sullivan Financial is private company therefore does not currently have an official ticker symbol
See more information about Sullivan Financial

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