A complete list of active advisors currently associated with Sullivan Retirement Resources, LLC

Warmer can help you find a great advisor at Sullivan Retirement Resources, LLC or one who fits your needs even better.

Sullivan Retirement Resources, LLC provides comprehensive financial planning and investment advisory services to individuals, high‑net‑worth clients, families and small businesses. The firm operates on a fee-only basis and arranges portfolio management through third-party asset managers and sub-advisors rather than executing trades directly. Portfolios are implemented and managed on a discretionary basis by unaffiliated sub-advisors, while Sullivan Retirement Resources retains responsibility for the client relationship, monitoring objectives and reviewing sub-advisor performance. The firm conducts periodic reviews (at least annually), provides clients with sub-advisors’ disclosure documents, and uses a single custodian and trading platform for client accounts. A feature that is uncommon among peers is the firm’s periodic investment newsletters, which it provides free of charge to clients and prospects. The brochure also discloses that the firm’s principal is a licensed insurance agent who spends substantial time on insurance activities and may receive commissions for insurance or annuity sales, and that the firm prepares comprehensive written financial plans without charging a separate planning fee.

To learn more about the advisors currently working at Sullivan Retirement Resources, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Sullivan	Wrentham, MA	41

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