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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.


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Pursuing Financial Independence by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Are you ready for financial confidence?

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

This is what we do.
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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Learn more about our amazing team of professionals.

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Kevin R. Sullivan

President, Wealth Advisor

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Kevin R. Sullivan

Currently licensed in the following states:  NY, ME, NC, MI, TX, MO, SC, FL, CA, CT, PA, VA, 
Licenses:  Series 7, 24, 63, 65 held with LPL Financial, life, health and variable products
 

Kevin began his career in 1989 and has worked for companies such as Prudential, KeyBank, and Bank of America before opening his financial planning and wealth management practice in March of 2007.

He has offices in New York and Maine.

He is a musician, singer and songwriter for many years and produced his latest album in Nashville in 2016.  He is part of a family music group that provides songs and worship in their local church.
He, along with his wife, Diane, are youth leaders in their local church actively working with teens to make a difference in their lives.  Teens, they say, need to know that they have a hope and a future and that God loves them completely no matter what.

Bio
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Diane Sullivan

Vice President | Client Relations

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Diane Sullivan

Email: Diane.Sullivan@lpl.com

Bio
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Lisa Moulton

Administrative Assistant

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Lisa Moulton

Email: Lisa.Moulton@lpl.com

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 716-970-4448
Fax: 800-793-0972

Email: k.d.sullivan@lpl.com

6601 S Transit Rd, Lockport, NY 14094

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, CT, FL, GA, ME, MI, MO, NC, NH, NY, PA, SC, TX, UT, VA.

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