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Our Mission Statement

Our mission is to provide superior wealth management strategies customized to the framework of our clients’ goals and objectives. We put our clients’ needs first, act with integrity, and embrace the uniqueness that each client brings to our practice. Success is measured not by statistical data, but rather by the ability of our clients to achieve their life goals.

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SullivanKreiss Financial

Phone:

1700 West Park Drive, Suite 340
Westborough, MA 01581

Fax: 

508-351-0770

508-630-2333

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The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

 

https://brokercheck.finra.org/

Privacy

Form CRS: Client Relationship Summary

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