Primary Financial Advisors

About Primary Financial Advisors

We love talking about money. (You will, too.) At Primary Financial Advisors, our goal is to help you feel totally comfortable talking about your money goals. After all, it sustains you, protects you, and gives you a future – we believe it’s a lot more uncomfortable not to talk about money. “What do I do with my stock options?” “Should I finance or pay cash for my new car?” "I just received a difficult medical diagnosis. Will I be ok?" Our clients call, text, and email us with these kinds of questions at any time of the day (or night) before making money and life decisions large and small. And we wouldn't want it any other way. When you need additional support, we can help you build a team of lawyers, accountants, realtors, long-term care professionals, career coaches, or other experts from our trusted network. Our President and CERTIFIED FINANCIAL PLANNER® Professional Brian Sullivan meets virtually with clients across the U.S. Or if you're in the Boston area, stop by our office in Amesbury, Massachusetts to chat (and have a great cup of coffee, too). We look forward to meeting you! Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Primary Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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