Sullivan Financial

Sullivan Financial, LLC is a Registered Investment Advisory (RIA) Firm based in Glastonbury, CT, offering holistic financial services with a client-centric approach. Founded in 2003 by David Sullivan and now led by Managing Partner Jane, the firm operates independently, prioritizing clients' best interests through transparent, fee-based recommendations.

With a focus on comprehensive financial planning and asset management, Sullivan Financial helps individuals, families, institutions, and businesses navigate the complexities of wealth management. Their unique process emphasizes long-term success by integrating financial products, measuring performance, and empowering clients to make informed money decisions to protect and grow their wealth effectively.

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