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 P: 916-526-0740

 TF: 855-472-2062

  

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Get In Touch

For information about our services for your family or business, please call (916) 526-0740, toll free (855) 472-2062, or email info@sullivanwmg.com.

When sending us mail, please use the Northern California office address below.

For press/media inquiries, please send your request to info@sullivanwmg.com.

Our Offices

Northern California Office:

3721 Douglas Boulevard
Suite 205
Roseville, CA  95661

P: 916-526-0740

Orange County Offices:

895 Dove Street
Suite 300
Newport Beach, CA 92660

P: 949-398-0718

Investment advisory services offered through Mutual Advisors, LLC dba Sullivan Wealth Management Group, an SEC Registered Investment Adviser. Brokerage and custody services provided to advisory clients are offered by Fidelity Brokerage Services LLC, member NYSE/SIPC. Securities offered through Mutual Securities, Inc., Member FINRA / SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. are affiliated companies. Insurance solutions offered as independent agents  CA insurance License #0E25573 and CA Insurance License # 0C36435

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