James Sullivan

James Sullivan has been helping clients for over 20 years make sound financial and investment decisions. Working with individuals as well as Fortune 500 companies, he brings a depth of knowledge and insight to even the most complex of situations. Whether you are starting out and thinking about college savings or already in retirement, he is equipped and suited to tailor a solution just for you. Having worked at several big banks for many years, he decided that an independent model of delivering advice would be the best possible vehicle for unbiased recommendations to his clientele. He resides in South Jersey with his 5 children and two dogs, Django and Dale. Free consultations are available.