Sullivan Financial LLC

Sullivan Financial LLC Retirement Planning, College Funding, Estate Planning, Pension Maximization Planning Sullivan Financial, LLC and Centaurus Financial, Inc. are not affiliated.

Since 1997 Sullivan Financial LLC has specialized in helping individuals make sound financial plans for their families and their retirement. Originally was formed as a branch office of an independent broker dealer and has become the source of unbiased independent fiduciary advice. Products include Tax Sheltered Annuities, IRAs, Roth IRAs, College Savings Plans, Mutual Funds, Life Insurance, Tax Sh

eltered Insurance, Disability Insurance, Long-Term Care Insurance. Disclosure: Securities and Advisory Services offered through Centaurus Financial, Inc., member FINRA and SIPC, a Registered Investment Advisor. Supervisory Branch: 2300 E. Katella Ave., Suite 200, Anaheim, CA 92806 (800) 880-4234. The representative associated with this site may only discuss/transact business in the following states: MD, DE, WA and IA.

Many people make uninformed decisions and leave millions of unclaimed dollars on the table... you have only one chance ...
05/22/2023

Many people make uninformed decisions and leave millions of unclaimed dollars on the table... you have only one chance to get it right...come and get educated before you make a very expensive mistake.

Many Americans make uninformed choices regarding Social Security and leave millions of unclaimed dollars on the table....you only have one choice to get it right.... come and get educated to fully understand your options before you make a very expensive mistake.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
05/02/2022

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
04/27/2022

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Do you know the risk factors that can lead to cognitive decline?
04/25/2022

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
04/20/2022

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
04/18/2022

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
04/13/2022

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
04/11/2022

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

The economic outlook may stabilize now that the Fed has outlined a plan for their monetary policy and ways to stem the r...
04/08/2022

The economic outlook may stabilize now that the Fed has outlined a plan for their monetary policy and ways to stem the rising tide of inflation.

Greater clarity on monetary policy and improved investor sentiment on the economic outlook propelled stocks in March to their first monthly gain of the year.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
04/06/2022

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
04/04/2022

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
03/30/2022

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

Address

1563 Postal Road, Suite 2A, PO Box 462
Chester, MD
21619

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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