Kevin R. Sullivan, CFP Investment Advisor

Investing
Hours: Investment Advisor and CERTIFIED FINANCIAL PLANNER™ CFP® with Rockbridge Investment Management. I provide comprehensive financial planning and investment management services to families and individuals within Central New York who seek a logical approach to simplifying their financial affairs. Compensation is fee-only, there are no commissions or product sales. Guidance with budgeting, retirement income management, insurance and estate planning issues are provided.

• 0.07 miles

  

  Merrill Lynch Wealth Management - 205 S Salina St #300, Syracuse Investment Service, Financial Services
• 0.55 miles

  

  Dakota Wealth Management - 432 N Franklin St #80, Syracuse Investment Service
• 0.63 miles

  

  Adirondack Capital Advisors - 528 Plum St #200, Syracuse Investment Service
• 0.67 miles

  

  Wells Fargo Advisors - 500 Plum St, Syracuse Financial Services, Investment Service

1. Syracuse, New York