Sullivan Financial Partners

Located in Houston, Texas

Address: 141 Countryside Ct Suite 100, Southlake, TX 76092, United States

Phone: +1 817-431-2217

Rating: 5

Review 1 (2024-11-26 - Rating: 5)
Sullivan Financial Partners have be e n an amazing lifeboat for us since my wife & I retired last year. They have taken us by the hand and are leading us down the path to financial stability. We appreciate Craig & his entire professional staff for treating us like family and helping guide us through these trying times and for making our retirement more relaxed and worry free! I highly recommend them to help you too!!

Review 2 (2024-11-26 - Rating: 5)
Love doing business with a Sullivan Financials. Craig is a smart and honest person that will always do what is best for his clients. The girls that work for him are very polite and always knows whats going on. They all take the time to know each client personally. A 5 Star Group All The Way!!

Review 3 (2024-11-27 - Rating: 5)
After considering other financial advisors, we went with Sullivan just this year and feel like a part of the family now. Everyone is attentive and knowledgeable. Follow up is instant and appreciated. Great choice!

Review 4 (2024-11-26 - Rating: 5)
The staff at Sullivan Financials Partners provide a top-notch experience, focusing on our long-term financial needs and have always been exemplary in their customer service. Highly recommend for anyone wanting a straightforward financial consultation.

Review 5 (2024-11-26 - Rating: 5)
Craig and the team are amazing! If youre looking for sound, intelligent, cogent financial guidance, this is the team. But more than that… These folks REALLY care about our financial future, taking the economy, taxes, and our tolerance (or intolerance) into account. They have become family friends, and trusted advisors. YOU WILL NOT FIND A BETTER TEAM, PERIOD!

Review 6 (2024-11-26 - Rating: 5)
Craig Sullivan and team are the best! They are knowledge, friendly and trustworthy. We have been using them for years and highly recommend their services.

Review 7 (2024-11-26 - Rating: 5)
Sullivan partners has done a great job for my financial needs...I had attended several other companies and they werent a goid fit...Craig is really down to earth and totally cares about his clients.

Review 8 (2024-11-26 - Rating: 5)
Really appreciate Craig’s expertise in setting up and balancing safe money. The staff are very helpful and supportive, too!

Review 9 (2024-11-26 - Rating: 5)
Craig has always given sound information and wise advise. We look forward to investing more with him in the future.

Review 10 (2024-11-26 - Rating: 5)
Nobody works like Sullivan to work for your life and great partners for your money saving’s and needs in life needs. Great people love them

Review 11 (2024-11-26 - Rating: 5)
Craig and his team of wonderful folks have lead me closer to being able to retire when I want to! Thanks to all of you!

Review 12 (2024-11-26 - Rating: 5)
Great friendly service has directed me in the right way in my retirement with sound financial advice.

Review 13 (2024-11-26 - Rating: 5)
The team at Sullivan is so professional and kind… you will love them!!

Review 14 (2022-12-23 - Rating: 5)
Craig is a straight shooter and lays out your options for protecting your money in an entertaining and informative way. Friendly and attentive staff will make sure you are taken care of. His presentations are very casual and much better than the typical PowerPoint slinging, suit wearing financial advisors that just read their slides. You owe it to yourself to attend one of his sessions.

Review 15 (2024-11-26 - Rating: 5)
Always available and so much help - friendly and knowledgeable staff!! Awesome!!

Review 16 (2021-02-11 - Rating: 5)
After meeting with quite a few financial planners, we chose to work with Sullivan Financial Partners. We feel confident that we made the best choice. Craig knew we were looking for a place to safely grow our nest egg without risk and he helped us develop the plan that will sustain us through our lives, allow us the freedom to do the things we want to do--like travel--and leave legacy gifts to our children and grandchildren. What more should we expect from our financial partner?

Review 17 (2024-11-26 - Rating: 5)
I just love them! Helpful and saving money!!! Highly recommend them!

Review 18 (2021-01-28 - Rating: 5)
Sullivan Financial Partners is a top notch professional wealth management firm that has helped me grow my portfolio and also protect my assets while going through several major life events. They are always professional, quick to respond and make client education a priority. I highly recommend them!

Review 19 (2021-05-19 - Rating: 5)
Sullivan Financial is a great and Awesome company and agent who provided me with support with in-service-rollovers while I was still working! I continued my journey after my retirement which have kept my investments safe ! No more worries for me in my retirement years! Go to the seminars and see for yourself you wont regret the experience!