Broker Check

301 Oxford Valley Road
Suite 305A
Yardley, PA 19067

Sullivan Financial Services

(215) 321-2282

 

Team

At Sullivan Financial Services, we believe in a customized approach to service all our client needs.

We can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s a good approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. 

* These services are offered by Joseph M. Sullivan through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.

 

Joseph Sullivan, CPA

Advisory Consultant, Registered Representative

(215) 321-2282

(215) 321-2281

Joseph Sullivan's expertise as a CPA, a Registered Representative and an Advisory Consultant, provides you with customized financial services for financial, retirement and tax planning.

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Carol Casten, Advisory Consultant and Notary Public, offers professional and customized service to our clients.

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Carol has been a major supporter of the practice as Joe’s wife of over 14 years, we are pleased to have her many skills enhancing the team in the office on a part-time basis. Carol...

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