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I was recently listed as a 2018 and 2019 Five Star Wealth Manager in Connecticut Magazine! Click here to learn more.

Five Star Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018-2019 Five Star Wealth Managers.

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Fax: 203-262-4578

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The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018 and 2019 Five Star Wealth Managers.
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Sullivan Financial Services, LLC

Office: 203-262-4485

Fax: 203-262-4578

1449 Old Waterbury Road
Suite 207
Southbury, CT 06488

Joseph Sullivan holds the Series 6, 7, and 63 held through LPL Financial. Series 65 held with Integrated Wealth Concepts

Joe.SullivanJR@LPL.com

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