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 P: 916-526-0740

 TF: 855-472-2062

  

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Contact Us

Sullivan Wealth Management Group

Direct: 916-526-0740
Toll-Free: 855-472-2062
Fax: 916-836-3180
Email: brad.sullivan@sullivanwmg.com

Sacramento Area Office

3721 Douglas Boulevard
Suite 205
Roseville, CA  95661

Orange County Offices

895 Dove Street
Suite 300
Newport Beach, CA 92660

Phone: 9165260740

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 Office:

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. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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