Sullivan Financial Group - Old Saybrook, Connecticut

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"content": "

Sullivan Financial Group Overview

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The Sullivan Financial Group is a financial advisory firm based in the town of Old Saybrook, Connecticut. Established as a dedicated financial planning service, the organization positions itself as a resource for individuals and families seeking professional guidance in managing their financial affairs. While specific details regarding the firm's history or founding individuals are not provided in the available data, its current presence and focus indicate a commitment to providing accessible financial advice tailored to client needs.

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Business Location and Contact Information

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Located at 251 Main Street, Suite 201, Old Saybrook, CT 06475, the Sullivan Financial Group operates from a central location in Connecticut. This address places the firm within the quaint town of Old Saybrook, known for its historic charm and proximity to coastal areas. The contact information provided facilitates client inquiries and appointments. The business can be reached by telephone at 860-388-9628. Interested parties can also access the firm's official website, sullivanfinancialgrp.com, for further details about their services, team members, and potentially additional resources.

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Core Services and Specialties

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The primary focus of the Sullivan Financial Group, as indicated by its listed specialties, is Financial Planning. This suggests a comprehensive approach to helping clients achieve their long-term financial goals through personalized strategies. Financial planning encompasses a wide range of services, potentially including retirement planning, investment management, tax strategy, estate planning, and risk management. The firm likely works with clients to assess their current financial situation, set clear objectives, and develop a tailored roadmap to navigate towards financial security and wealth accumulation.

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Accessibility Features

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Demonstrating a commitment to inclusivity, the Sullivan Financial Group has implemented several accessibility features at their Old Saybrook location. These include a wheelchair-accessible car park, ensuring convenient access for clients with mobility challenges. The building itself features a wheelchair-accessible entrance, allowing easy transition from parking to the main facility. Furthermore, the presence of a wheelchair-accessible toilet caters to the diverse needs of visitors. These features are not only practical necessities but also reflect a broader emphasis on ensuring that financial planning services are accessible to everyone, regardless of physical ability. A standard toilet is also available.

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Client Recommendations and Availability

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When considering engagement with the Sullivan Financial Group, it is highly recommended to secure an appointment in advance. The explicit advice to 'Appointments recommended' suggests that the firm prioritizes efficient client management and personalized service. This approach allows for dedicated time to discuss individual financial circumstances in detail. Without prior scheduling, clients might experience delays or limitations in receiving the full attention required for thorough financial planning discussions.

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Online Presence and Reputation

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As of the most recent data available, the Sullivan Financial Group maintains an online presence primarily through their website, sullivanfinancialgrp.com. However, the firm currently reports 0 reviews on Google My Business, indicating a lack of public feedback or recent online activity in this space. Consequently, the average opinion cannot be calculated and remains at 0/5. This absence of reviews could be due to a relatively new establishment, a focus on client confidentiality, or simply a less prominent digital marketing strategy compared to peer firms. Prospective clients are advised to rely primarily on direct outreach via phone or website for accurate and current information about the firm's services and client testimonials.

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Conclusion

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In summary, the Sullivan Financial Group offers professional financial planning services from its accessible offices in Old Saybrook, Connecticut. Clients seeking guidance can reach them via phone at 860-388-9628 or through their website. While online reviews are currently unavailable, the firm provides practical details on location accessibility and strongly recommends scheduling appointments to ensure personalized attention to financial matters.

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Additional Information

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• Service Focus: Primarily dedicated to Financial Planning.

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• Physical Accessibility: Features wheelchair access throughout the premises.

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• Preferred Contact Method: Appointments are strongly encouraged.

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• Digital Presence: Maintains a website but has no recorded online reviews.

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"summary": "Sullivan Financial Group is a financial planning firm in Old Saybrook, CT, offering accessible services with appointment recommendations.",
"keywords": ["Sullivan Financial Group", "Financial Planning", "Old Saybrook", "Financial Advisor", "Connecticut", "Financial Services", "Wheelchair Accessible", "Appointments Recommended"],
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"language_used": "en"
}