Kevin Sullivan
CFP®
Rockbridge Investment Management, LLC
Financial Adviser - Partner
Kevin Sullivan
CFP®
Rockbridge Investment Management, LLC
Financial Adviser - Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin Sullivan, CFP®
Fee-Only financial planner located in Syracuse, NY, serving clients locally and across the country
Meet Kevin Sullivan
Kevin Sullivan is a fee-only financial advisor at Rockbridge Investment Management, LLC, located in Syracuse, NY. Kevin is dedicated to understanding the issues his clients face and is committed to discussing solutions to simplify their lives. With over 25 years of financial planning experience, you will receive straightforward guidance from Kevin whether it's in a face-to-face meeting or over the phone.
Kevin Sullivan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Kevin Sullivan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Kevin Sullivan
Office Locations:
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220 S Warren St
Fl 9
Syracuse, NY 13202
