Sullivan Financial Advisors Company Profile, Contacts & Intelligence

Financial ServicesEssex, Connecticut, United States6 employeesFounded 2002
1 contact with email or phone data1 with email data
View verified contacts Compare competitors
Employees
6
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 3 visible contacts
Departments
2
Mapped contact coverage

Sullivan Financial Advisors Overview

Sullivan Financial is a Registered Investment Advisory (RIA) Firm by design. We are completely independent, transparent, & always operate in a fiduciary capacity; meaning we put our client’s best interest ahead of our own, with a legal and ethical obligation to do so. We are completely fee-based and offer no commissionable investments. Our independent structure means we have no parent company or home office setting “sales goals.” Simply put, we recommend only what is appropriate for our clients in the most cost-effective manner available. We take pride in being client-centric & process-driven by focusing on planning instead of individual products. One product is not a solution. Sullivan Financial Advisors is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted.

Headquarters
Essex, Connecticut, United States
Website
sullfin.com
Industry
Financial Services
Founded
2002
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Holistic Financial Planning Registered Investment Advisor Fiduciary Independent Certified Financial Planner

Sullivan Financial Advisors Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
Finance
1
Executive
1

Sullivan Financial Advisors People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

C
Claire Smelser
Client Services Intern at Sullivan
J
Jade Cain
Client Communications Manager
L
Lauren Ashe
Operations at Sullivan Financial
E

Sullivan Financial Advisors Workforce Composition

Seniority breakdown across 4 visible profiles.

Director
1
Manager
1
Individual contributor
1
Intern / trainee
1

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