Kevin R. Sullivan, CFP Investment Advisor

Investing
Hours: Investment Advisor and CERTIFIED FINANCIAL PLANNER™ CFP® with Rockbridge Investment Management. I provide comprehensive financial planning and investment management services to families and individuals within Central New York who seek a logical approach to simplifying their financial affairs. Compensation is fee-only, there are no commissions or product sales. Guidance with budgeting, retirement income management, insurance and estate planning issues are provided.

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1. Syracuse, New York