Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 Offered through registered representatives of Lincoln Financial Securities Corporation.

• Investment Advisory Services - Mutual Funds, Brokerage Services, Annuities
• Education Funding Strategies - 529 Plans
• Estate Planning Strategies - Life Insurance - Survivor Needs Analysis

Offered through agents of Bernard M. Sullivan Insurance Agency Inc.

• Retirement Solutions - Trditional & Roth IRA's
• Education Funding Strategies - Coverdell Education Savings Plan
• Asset Protection Strategies - Disability Income Insurance, Long-Term Care Insurance
• Employee Benefits Planning - Health, Dental Long/Short Term Disability