Sullivan Financial Services Inc is a financial planner in Norwell, MA. The firm provides comprehensive wealth management advice and planning to businesses, successful individuals, and their families. Their services focus on helping clients manage wealth for family security, education, retirement, travel, and unexpected expenses. The firm holds a 5.00 rating.
Founded in 1992 by Wayne F. Sullivan, the firm operates as an independent financial firm. Mr. Sullivan, who has been advising clients since 1985, established the practice to provide personalized service and a wide variety of investment choices through a partnership with Commonwealth Financial Network. The team includes an executive assistant and a network of independent professionals used to assist with complex questions for high-net-worth clients. The firm's approach emphasizes helping investors feel comfortable while pursuing long-term financial goals through knowledgeable and professional guidance.
Located on Main Street, the office is situated near the Norwell Fire Department and is a short walk from the James Library and the Veterans Memorial. The business is also located about 0.2 miles from the Norwell police station.
The firm maintains well-documented business information available online and features a well-optimized website that search engines read cleanly.
Sullivan Financial Services Inc provides dedicated wealth management and planning expertise to the Norwell community.