Sullivan Financial Advisors
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.
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Verified contacts
4
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
2
tools in use
Monthly traffic
65
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- BL
Bethany Longmore
Director of Visionary Implementation · Other
EmailPhone - LA
Lauren Ashe
Managing Director and Client Concierge · Other
EmailPhone - EB
Eileen B.
Office Administrator · Operations
EmailPhone - JS
Jane Sullivan
Principal & Independent Financial Advisor · Other
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Sullivan Financial Advisors
4 distinct titles indexed · top 4 shown.
- 1director of visionary implementation
- 1managing director and client concierge
- 1office administrator
- 1principal & independent financial advisor
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