Brad CFP's Colleagues at Sullivan Wealth Management Group
Brad CFP's Contact Details
Sullivan Wealth Management Group
Brad CFP's Company Details
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 ultra-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.