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Business Profile

Financial Planning Consultants

Joseph L Sullivan and Associates, LLC
Visit Website(815) 242-0121
See Hours
Operating Hours
Monday9:00 AM - 7:00 PM
Tuesday7:00 AM - 7:00 PM
Wednesday10:00 AM - 7:00 PM
Thursday10:00 AM - 7:00 PM
Friday9:00 AM - 5:00 PM
Saturday8:00 AM - 1:00 PM
SundayClosed

About

About This Business

Joseph L Sullivan and Associates, LLC manages assets for individuals and families, providing investment management, and financial planning services. Services include Retirement Planning, Investment Planning, Tax Planning Annuities and Financial Planning for Business Owners. 

Photos and Videos

Business Details

BBB File Opened:
1/17/2024
Business Started:
12/16/2022
Type of Entity:
Limited Liability Limited Partnership (LLLP)
Alternate Names:
Sullivan Financial
Business Management:
Mr. Joseph Sullivan, Owner

Additional Contact Information

Principal Contacts
Mr. Joseph Sullivan, Owner
Customer Contacts
Mr. Joseph Sullivan, Owner
Fax numbers
Primary Fax: (815) 349-2500
Social Media
Facebook

Additional Information

Other Resources
Financial Industry Regulatory Authority

Illinois Department of Insurance
100 W. Randolph St. Suite 9-301
Chicago IL 60601
Phone Number: (312) 814-2420
http://www.idfpr.com/doi
Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]

More Resources

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