The Sullivan Wealth Management Group, an independent Registered Investment Advisory (RIA) firm, is an experienced team of investment advisors that help you plan, implement, and manage your financial resources. Our financial advisors have extensive experience in many areas of the investment industry – including Portfolio Management, Insurance, Consulting, Business Retirement Plans, Estate and Financial Planning.
Our primary focus is to provide superior personalized advice designed to achieve long term financial success for our clients. We offer a high level of service and investment advice to individual investors, businesses, and organizations including the affluent to high net worth families. Our independent approach gives our clients access to experts in the full suite of wealth management services and investments both domestically and around the globe.
Disclosure: Investment advisory services offered through Mutual Advisors, LLC dba Sullivan Wealth Management Group, an SEC Registered Investment Adviser. Brokerage and custody services provided to advisory clients are offered by Fidelity Brokerage Services LLC, and TD Ameritrade, members NYSE/SIPC. Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Supervisory office located at 807-A Camarillo Springs Road, Camarillo, CA 93012. Not all services may be available in your location. See our website for license and important information.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 3721 Douglas Blvd,
- Phone
- 916-526-0740
- in****@****wmg.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sullivanwmg.com
- Keywords
- Investment Management, Retirement Planning, Life Insurance, High Net Worth Financial Services, Estate Planning Related Services, Corporate Retirement Plan Consulting, financial planning.
- HQ
- Roseville, California
Sullivan Wealth Management Group Questions
Sullivan Wealth Management Group's helpline number is 916-526-0740
Sullivan Wealth Management Group's website is sullivanwmg.com
Sullivan Wealth Management Group's LinkedIn profile is https://www.linkedin.com/company/sullivan-wealth-management-group
Sullivan Wealth Management Group has
4 employees.
View email and phone details for 4
employees at Sullivan Wealth Management Group.
Sullivan Wealth Management Group's industry is
Financial Services
Sullivan Wealth Management Group's top competitors are
My Retirement Exit,
Kilner Capital Advisors,
Clear Insight Wealth Management,
Macroview/fidelis,
Hbw Advisory Services Llc,
Planning Needs Financial Group,
Mariner,
Capital Planning Advisors,
Capital Fiduciary Advisors, L.l.c.,
Decamilla Capital Management, Llc..
Sullivan Wealth Management Group's support email address is info@sullivanwmg.com
Sullivan Wealth Management Group's categories are Financial Services
Sullivan Wealth Management Group's founding year is 2013
