The Sullivan Group Financial Advisors

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Description

  • The Sullivan Group has been in the Sacramento area for over 20 years. We aid our clients by providing investment advice, managing their investment portfolios, planning for retirement, and protecting their assets for the long-term. This includes a number of different services including 401(k) and 457 rollovers, tax efficiency strategies for those in high tax brackets, and various insurance strategies. And of course, we serve families, individuals, and business needs alike.
  • location

    Headquarters:564 North Sunrise Avenue , Roseville, California, United States

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  • The Sullivan Group Financial Advisors phone

    Phone Number: +1 916-788-1703

  • The Sullivan Group Financial Advisors website

    Website: https://www.sullivangroupadvisors.com

  • The Sullivan Group Financial Advisors employees

    Employees:1

  • The Sullivan Group Financial Advisors revenue

    Revenue:$0 - 1M

  • The Sullivan Group Financial Advisors legal name

    Legal Name:The Sullivan Group Financial Advisors

  • The Sullivan Group Financial Advisors's Social Media

    The Sullivan Group Financial Advisors linkedin
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  • |  NAICS Code: 813319  |

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Person level website identification

Managing Director for The Sullivan Group Financial Advisors

Kurt Halverstadt

Managing Director

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Kurt Halverstadt

Managing Director

Frequently Asked Questions regarding The Sullivan Group Financial Advisors

  • Where are The Sullivan Group Financial Advisors's Headquarters?

    The Sullivan Group Financial Advisors's Headquarters are in 564 North Sunrise Avenue ,Roseville,California,United States

  • What is The Sullivan Group Financial Advisors's phone number?

    The Sullivan Group Financial Advisors's phone number is +1 916-788-1703

  • What is The Sullivan Group Financial Advisors's official website?

    The Sullivan Group Financial Advisors's official website is https://www.sullivangroupadvisors.com

  • What is The Sullivan Group Financial Advisors's Revenue?

    The Sullivan Group Financial Advisors's revenue is $0 - 1M

  • What is The Sullivan Group Financial Advisors's NAICS code?

    The Sullivan Group Financial Advisors's NAICS code is 813319

  • How many employees are working in The Sullivan Group Financial Advisors

    The Sullivan Group Financial Advisors has 1 employees

  • What is The Sullivan Group Financial Advisors's Industry?

    The Sullivan Group Financial Advisors is in the industry of Financial Services

  • Who is The Sullivan Group Financial Advisors's Managing Director?

    The Sullivan Group Financial Advisors's Managing Director is Kurt Halverstadt

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