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Sullivan Wealth Management Group

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the sullivan wealth management group, an independent registered investment advisory (ria) firm, is an experienced team of investment advisors that help you plan, implement, and manage your financial resources. our financial advisors have extensive experience in many areas of the investment industry – including portfolio management, insurance, consulting, business retirement plans, estate and financial planning. 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. disclosure: investment advisory services offered through mutual advisors, llc dba sullivan wealth management group, an sec regi

Headquarters:
2998 Douglas Boulevard, Suite 375, Roseville, California, United States, 95661
Industry:
Financial Services
Founded:
2013
Employees:
3
Annual Revenue:
-

Type: Private
Ticker: -
United States 3
Estate Planning Related ServicesHigh Net Worth Financial ServicesCorporate Retirement Plan ConsultingRetirement PlanningLife InsuranceInvestment ManagementFinancial Planning
SIC Code: 6282Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Services Allied With the Exchange of SecuritiesIndustry Sector: Investment Advice
NAICS Code: 52Sector: Finance and InsuranceSub Sector: Industry Group: NAICS Industry: National Industry:

Frequently asked questions about Sullivan Wealth Management Group

Let us help answer the most common questions you might have.

Where is Sullivan Wealth Management Group located?

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Sullivan Wealth Management Group's headquarters is located at 2998 Douglas Boulevard, Suite 375, Roseville, California, United States, 95661

What is Sullivan Wealth Management Group's official website?

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Sullivan Wealth Management Group's official website is sullivanwmg.com

What is Sullivan Wealth Management Group's SIC code?

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SIC Code: 6282Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Services Allied With the Exchange of SecuritiesIndustry Sector: Investment Advice

What is Sullivan Wealth Management Group's NAICS code?

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NAICS Code: 52Sector: Finance and InsuranceSub Sector: Industry Group: NAICS Industry: National Industry:

How many employees does Sullivan Wealth Management Group have?

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Sullivan Wealth Management Group has 3 employees

What industry does Sullivan Wealth Management Group belong to?

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Sullivan Wealth Management Group is in the industry of: Financial Services

What are Sullivan Wealth Management Group's social media links?

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Sullivan Wealth Management Group Facebook page
Sullivan Wealth Management Group Linkedin page

Distro — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Calling Distro an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

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Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distro — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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