“Having asked our former shrewd, highly intelligent CFO who she used to provide investment advice over 30 years ago, we also fortunately selected Kerri Sullivan-Kreiss to be our long-term financial advisor. Her thoughtful, inquisitive, and meticulous approach to her profession made her the perfect match for us. Always willing to listen and knowledgeable beyond compare, she has guided us through our many milestone decisions, including financing college for our two daughters, purchasing houses and cars, and finding the best lawyer to create our living trust. It has truly been a gift – and a surprise – to work with this talented woman who treats you like family while brilliantly managing your investment. Her dedication to her clients, strong work ethic, timely responses, and foresight in surrounding herself with talented staff combined to meet our every need. We are forever grateful for all that she has done for us and for simultaneously being a true friend.”
The statement was provided June 15, 2023 by Hugo and Susan Smith who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
"I have had the pleasure of working with Kerri for over 20 years. I was her client at AXA and continued with her when she started Sullivan-Kreiss Financial in 2004. Initially I had limited funds and some money in my 401k and knew I needed to plan for the future. With Kerri's help I established goals and determined my risk tolerance. Kerri has assisted me with life events including the paperwork after my husband's death, guidance on the management and sale of property, and input into my decision of whether or not to go out on my own as a consultant.
Kerri is very personable and pleasant to work with. She makes it easy to go over the complexities and nuances of my quarterly financial statements. She consistently checks in to determine if my personal goals have changed and adjustments my portfolio to address my needs. I have recommended Kerri to several friends who are now her clients.
I consider Kerri one of my trusted advisors who has become a dear friend. "
The statement was provided June 17, 2023 by Kathy Gallucci who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“I have been a client with Sullivan Kreiss Financial for the past 2+ years and couldn’t be happier with the personalized service I have received from the entire team. During this time I have been able to develop a warm and trusting relationship with Kerri, who from our first meeting, has been interested not only in my financial goals but finding out about me as a person and my life goals. She met me at a crossroads in my life and I feel I am stronger knowing her. Kerri has been patient with me and entertains all questions I have regarding my finances. She and the office staff are always prompt at addressing any concerns and requests. It is special when you can feel like you are working with friends, which certainly helps alleviate stress especially when dealing with finances.
I highly recommend Sullivan Kreiss Financial in particular Kerri Sullivan Kreiss who is a joy to work with and who has helped make the past 2 years of my life an impowering, positive journey!”
The statement was provided June 22, 2023 by Diane Doyle who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Kerri and her staff at S-K have consistently demonstrated industry knowledge and professionalism. They have provided invaluable guidance as we have transitioned into retirement. The responsiveness and communication is second to none. We highly recommend the team at Sullivan Kreiss and only wish we had partnered with them sooner!”
The statement was provided June 20, 2023 by Patty and Doug Delay who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.