The Sullivan Group is a financial advisory firm based in Laguna Beach, CA, with over 30 years of collective experience. They offer investment management and retirement planning services to individuals, families, and small businesses, aiming to be their clients' trusted advisor.
With a focus on providing unbiased opinions for long-term investment results, The Sullivan Group helps clients navigate the changing face of life and proactively plan for a solid future. They prioritize proactive communication and account management, ensuring continued accessibility even during unusual circumstances such as a pandemic.
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