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Sullivan Financial Partners photo
Sullivan Financial Partners photo
Sullivan Financial Partners photo
Sullivan Financial Partners photo
Sullivan Financial Partners photo

Sullivan Financial Partners

Address: 2530 TX-114 Suite 120, Southlake, TX 76092, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Investment Planning Portfolio Management $100 - $200 Call to Book
Risk Assessment $50 - $100 Call to Book
Investment Strategy Consultation $150 - $300 Call to Book
Retirement Planning Retirement Income Analysis $75 - $150 Call to Book
Social Security Optimization $50 - $100 Call to Book
Retirement Savings Strategy $100 - $250 Call to Book
Financial Advisory Personal Finance Consultation $80 - $150 Call to Book
Tax Planning $100 - $200 Call to Book
Estate Planning $150 - $300 Call to Book
Client Engagement Events Retirement Planning Workshops $25 - $50 Call to Book
Investment Seminars $30 - $60 Call to Book
Financial Literacy Programs $20 - $40 Call to Book
Retirement Planning Individual Retirement Account Setup $100 - $300 Call to Book
Retirement Income Strategies $200 - $500 Call to Book
Pension Planning $150 - $400 Call to Book
Investment Management Portfolio Analysis $200 - $600 Call to Book
Risk Assessment $100 - $300 Call to Book
Asset Allocation Models $150 - $500 Call to Book
Financial Consultation Initial Financial Assessment $75 - $150 Call to Book
Ongoing Financial Advice $100 - $250 Call to Book
Wealth Management Strategies $300 - $700 Call to Book
Tax Planning Tax Efficiency Strategies $150 - $400 Call to Book
Tax Return Preparation $100 - $300 Call to Book
Estate Tax Planning $200 - $500 Call to Book
Client Education Financial Workshops $20 - $50 Call to Book
Webinars $10 - $30 Call to Book
Printed Educational Materials $5 - $15 Call to Book

What people love

From reviews
Knowledgeable staff(7) Family-like atmosphere(4) Friendly staff(4) Caring team(4) Follow-up support(3) Retirement planning(3) Sound advice(2) Long-term relationship(2) Financial stability(2) Instant follow-up(2)

About this business

Client Testimonials 1. I have placed my trust with Sullivan Financial Partners for a few years now. They have proven to provide excellent advice and information that I can clearly understand. 2. Great Grand Opening! Beautiful new home! Good to see everyone. I had a wonderful time making some new friends. 3. Craig and his team provided retirement planning for my wife and I that took advantage of an inheritance without having tax implications. I would definitely recommend Sullivan Financial Partners to anyone. 4. Exceptional and very timely service. Solid financial guidance and advice. Lots of follow up help and support. 5. Thank you for all your help through the years 6. The Sullivan team is very knowledgeable and they have helped us maximize our investments. They are also kind people who care about others and the community. Highly recommend. 7. The Sullivan team is very knowledgeable and they have helped us maximize our investments. They are also kind people who care about others and the community. Highly recommend. 8. Sullivan Financial Partners rock 9. I recently attended one of Sullivan's live events on retirement planning. While I currently manage my own money, I would consider using Sullivan if I looked into alternatives for my plan. I appreciated the staff being friendly and NOT pushing heavily for a meeting when I was not ready to take that step. 10. I recently attended one of Sullivan's live events on retirement planning. While I currently manage my own money, I would consider using Sullivan if I looked into alternatives for my plan. I appreciated the staff being friendly and NOT pushing heavily for a meeting when I was not ready to take that step. 11. After considering other financial advisors, we went with Sullivan just this year and feel like a part of the family now. Everyone is attentive and knowledgeable. Follow up is instant and appreciated. Great choice! 12. After considering other financial advisors, we went with Sullivan just this year and feel like a part of the family now. Everyone is attentive and knowledgeable. Follow up is instant and appreciated. Great choice! 13. Sullivan partners has done a great job for my financial needs...I had attended several other companies and they weren't a goid fit...Craig is really down to earth and totally cares about his clients. 14. Sullivan Financial Partners have be e n an amazing lifeboat for us since my wife & I retired last year. They have taken us by the hand and are leading us down the path to financial stability. We appreciate Craig & his entire professional staff for treating us like family and helping guide us through these trying times and for making our retirement more relaxed and worry free! I highly recommend them to help you too!! 15. Craig has always given sound information and wise advise. We look forward to investing more with him in the future.

Frequently asked questions

6 questions
What services does Sullivan Financial Partners offer?
Sullivan Financial Partners provides a range of services including Investment Planning, Retirement Planning, Financial Advisory, Client Engagement Events, Investment Management, Financial Consultation, Tax Planning, and Client Education. Each category includes specific services tailored to client needs.
What do customers mention most in reviews?
Reviewers consistently highlight the knowledgeable and friendly staff at Sullivan Financial Partners, particularly praising Craig and his team's ability to provide sound financial advice and personalized service. Many appreciate the timely follow-up and the supportive atmosphere.
How much does retirement income analysis cost?
The cost for retirement income analysis at Sullivan Financial Partners ranges from $75 to $150. This service is part of their comprehensive retirement planning offerings.
What type of financial consultation services are available?
Sullivan Financial Partners offers personal finance consultation, tax planning, and estate planning as part of their financial advisory services, with prices ranging from $80 to $300 depending on the specific service.
What is the average cost for investment strategy consultation?
The average cost for investment strategy consultation at Sullivan Financial Partners is between $150 and $300, providing clients with tailored strategies for their investment portfolios.
What types of client engagement events does Sullivan Financial Partners host?
Sullivan Financial Partners hosts various client engagement events, including retirement planning workshops, investment seminars, and financial literacy programs, with prices ranging from $20 to $60.

Location & directions

Southlake, Texas
Sullivan Financial Partners
Financial Consultant
Address
2530 TX-114 Suite 120, Southlake, TX 76092, USA
Hours
Open 8:30 AM - 4:30 PM
Sullivan Financial Partners Reviews · 5.0 average
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