Sullivan Financial Services

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

1449 Old Waterbury Rd, Southbury, Connec...

Phone Number

(203) 262-4485

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1

About Sullivan Financial Services

Sullivan Financial Services, LLC is a fee-based financial services firm that provides comprehensive financial planning and investment analysis to help clients achieve their financial goals. They offer a range of services including retirement planning, estate planning, investment management, and insurance solutions. The firm aims to educate clients through various resources such as videos, articles, and calculators, ensuring informed decision-making. Their target clients include individuals seeking coordinated financial advice and business owners looking for tailored financial strategies.Explore more
Popular SearchesSullivan Financial Services LLCSullivan Financial ServiceSullivan Financial Service LLCSullivan Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Sullivan Financial Services Org Chart

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Office Manager

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Manager, Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sullivan Financial Servic...

<$5M
1-10
Private
-
2009
BP
Bette PiskuraOffice Manager
<$5M
1-10
Private
-
-
TG
Tracey GormerAdministrative Assistant
<$5M
1-10
Private
-
-
RW
Rachel WeinertManager, Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
RA
Richard AustinExecutive Director, Estate & Business Planning
<$5M
1-10
Private
-
-
SK
Stephen KolanoChief Investment Officer
<$5M
1-10
Private
-
2008
BM
Barbara MorganOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sullivan Financial Services Tech Stack

A closer look at the technologies used by Sullivan Financial Services

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Frequently Asked Questions Regarding Sullivan Financial Services

What is Sullivan Financial Services's official website?
Sullivan Financial Services's official website is www.sullivanfinancialservicesllc.com
What is Sullivan Financial Services's Revenue?
Sullivan Financial Services's revenue is <$5 Million
What is Sullivan Financial Services's SIC code?
Sullivan Financial Services's SIC: 62,628
What is Sullivan Financial Services's NAICS code?
Sullivan Financial Services's NAICS: 52,523
How many employees does Sullivan Financial Services have?
Sullivan Financial Services has 1-10 employees
What industry does Sullivan Financial Services belong to?
Sullivan Financial Services is in the industry of: Finance, Securities Trading
What is Sullivan Financial Services competition?
Sullivan Financial Services top competitors include: Integrated Financial Partners, Amy Oviedo, Integrated Financial Partners, Timothy Carlson
What technology does Sullivan Financial Services use?
Some of the popular technologies that Sullivan Financial Services uses are: Cloudflare Website Optimization, Google Tag Manager, Font Awesome, GoDaddy DNS
How do I contact Sullivan Financial Services?
Sullivan Financial Services contact info: Phone number: (203) 262-4485 Website: www.sullivanfinancialservicesllc.com
What does Sullivan Financial Services do?

Sullivan Financial Services, LLC is a fee-based financial services firm that provides comprehensive financial planning and investment analysis to help clients achieve their financial goals. They offer a range of services including retirement planning, estate planning, investment management, and insurance solutions. The firm aims to educate clients... through various resources such as videos, articles, and calculators, ensuring informed decision-making. Their target clients include individuals seeking coordinated financial advice and business owners looking for tailored financial strategies.Read More

Is Sullivan Financial Services a public company?
Sullivan Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Sullivan Financial Services

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