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Our Services

We believe in using a financial planning process, not product.  However, there may be a point in time where selecting a financial product is appropriate.  Informed decisions about the products in any portfolio are best made after an assessment of individual needs on a macroeconomic basis. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • 401(k) retirement plans and Individual Retirement Accounts
  • Annuities
  • Mutual funds
  • U.S.Treasuries Securities
  • Group retirement and savings plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • Other retirement savings plans designed specifically for employee groups
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

Our Services

  • Our Services
  • Investments
  • Insurance
  • Retirement Planning
  • Managing Your Finances
  • Asset Allocation
  • Business Succession Planning
  • Charitable Giving

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New Office & Mailing Address:
15A Main St. P.O. Box 557
Essex, CT
06426 United States

Supplemental Meeting Space:
151 National Drive
Glastonbury, CT 06933
  •  Tel: 860.657.4150
  •  Fax: 860.657.4206
  •  jsullivan@sullfin.com
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