SULLIVANKREISS FINANCIAL

SullivanKreiss Financial was founded in 2004 to provide superior wealth management and investment advisory services to affluent and emerging affluent individuals and their families. We design financial plans that are tailored to each of our client's specific circumstances and objectives. We are committed to building solid, long-term relationships with our clients and pride ourselves in paying attention to the details that make every client's wealth management needs unique. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back-office support... Building long-term relationships is our priority at SullivanKreiss Financial. We start the journey by taking the time to listen to and understand each of our clients personally. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. We pursue an in-depth..

Primary location: Westborough United States