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Preparing You for the Certainty of Uncertainty

Hi and Welcome!

I’m Jerry Sullivan and I’ve been helping my clients prepare for the “certainty of uncertainty” for more than 30 years. While we can’t predict the future,  we can help you prepare for it. 

Our business is built on a foundation of thoughtful client relationships. We want to help you get your Financial House in order.  We are going to do it in an organized and methodical manner. Basically, we want to use all of the resources available to us so we can do the very best for you. 

We hope you see the value of working with skilled professionals to pursue your financial goals. We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in personal finance

Our Firm & Values

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Our Process

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How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."