Professional Network

Since founded in 2004, SullivanKreiss Financial has built professional relationships with ethical and reliable professionals from different fields of the trusted advisor market place.  By doing this, we hope to serve you in all areas of your financial life.

Our contacts include, but are not limited to, the following:

  • Accountants
  • Estate Planning Attorneys
  • Business Attorneys
  • Litigation Attorneys
  • Real Estate Attorneys
  • Real Estate Brokers
  • Mortgage Brokers
  • Property and casualty Insurance
  • Benefits Directors
  • Life and Business Coaches

Don’t hesitate to ask for a referral for one of the above professionals.  SullivanKreiss Financial makes no representation whatsoever above the opinions of any professional partners and has no control over the services provided.  Any agreement will be between the client and the professional