Sullivan Wealth Management Group
About Sullivan Wealth Management Group
The Sullivan Wealth Management Group is an experienced team of investment advisors that help you plan, implement, and manage your financial resources.
Our primary focus is to provide superior personalized advice designed to achieve long term financial success ...for our clients. We offer a high level of service and investment advice to individual investors, businesses, and organizations including the affluent to ultra-high net worth families. Our independent approach gives our clients access to experts in the full suite of wealth management services and investments both domestically and around the globe.
Investment advisory services offered through Mutual Advisors, LLC dba Sullivan Wealth Management Group, an SEC Registered Investment Adviser. Brokerage and custody services provided to advisory clients are offered by Fidelity Brokerage Services LLC, member NYSE/SIPC. Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Supervisory office located at 807-A Camarillo Springs Road, Camarillo, CA 93012.
Photos & videos
Location & hours
- Mon Mon 6:30 am - 4:00 pm
- Tue Tue 6:30 am - 4:00 pm
- Wed Wed 6:30 am - 4:00 pm
- Thu Thu 6:30 am - 4:00 pm
- Fri Fri 6:30 am - 4:00 pm
- Sat Sat Closed
- Sun Sun Closed
Reviews
Very Thankful
Our family is very thankful for the great service and prudent investment management we have received. Brad and Ed truly care about their clients and we feel we are in great hands even during this bad economy. We couldn't be happier and would highly recommend them to our friends looking for trusted advice.