Sullivan Financial Partners

They helped me secure my savings and are very helpful and informative. I have referred several people to Craig.
Jan 15th, 2024

Craig is a straight shooter and lays out your options for protecting your money in an entertaining and informative way. Friendly and attentive staff will make sure you are taken care of. His presentations are very casual and much better than the typical PowerPoint slinging, suit wearing financial advisors that just read their slides. You owe it to yourself to attend one of his sessions.
Dec 8th, 2022

Sullivan Financial is a great and Awesome company and agent who provided me with support with in-service-rollovers while I was still working! I continued my journey after my retirement which have kept my investments safe ! No more worries for me in my retirement years! Go to the seminars and see for yourself you won't regret the experience!
Mar 20th, 2022

Sullivan Financial Partners is a top notch professional wealth management firm that has helped me grow my portfolio and also protect my assets while going through several major life events. They are always professional, quick to respond and make client education a priority. I highly recommend them!
Nov 20th, 2020

After meeting with quite a few financial planners, we chose to work with Sullivan Financial Partners. We feel confident that we made the best choice. Craig knew we were looking for a place to safely grow our nest egg without risk and he helped us develop the plan that will sustain us through our lives, allow us the freedom to do the things we want to do--like travel--and leave legacy gifts to our children and grandchildren. What more should we expect from our financial partner?
Nov 4th, 2020