The Sullivan Group

Windawi & Associates has been serving clients for over a quarter century. In that time, we have encountered all manner of economic and market cycles, trends, and evolutions. While the financial world is always changing, our focus remains the same: to always do the right thing for our clients by providing a comprehensive and thorough overview of their financial situation. Based in Tustin, California, we proudly serve clients throughout Orange County, Southern California at large, and across the United States. Recognized as a Five Star Wealth Manager in Orange County from 2012-2018.* We work exclusively with your best interests in mind.

Wells Fargo Advisors, located in Rancho Santa Fe, CA, offers a comprehensive range of investment and financial services, including IRA accounts, college savings plans, and advisory services tailored to individual client needs. The firm prioritizes a client-centered approach, aiming to guide clients through various life events and financial planning strategies. In addition to personal finance management, Wells Fargo Advisors provides insights on market trends and investment opportunities, positioning itself as a valuable resource for navigating financial uncertainties. Their dedicated financial advisors support clients in optimizing their financial well-being through tailored strategies and ongoing guidance. Generated from the website