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Sullivan Financial Partners

Sullivan Financial Partners Email Formats

Financial ServicesFlag of US141 Countryside Ct, Suite 100, United States1-10 Employees

Sullivan Financial Partners Email Formats

Sullivan Financial Partners uses 2 email formats. The most common is {first initial} (e.g., j@sullivanfinancialpartners.com), used 50% of the time.

FormatExamplePercentage
{first initial}
j@sullivanfinancialpartners.com
50%
{first name}
john@sullivanfinancialpartners.com
50%

Key Contacts at Sullivan Financial Partners

Flag of US

Nate Grella

Director Of Education

Flag of US

Bonnie Becker

Director Of Operations

Company overview

Headquarters141 Countryside Ct, Suite 100, Southlake, Texas 76092, US
Phone number+18174312217
Website
NAICS52
SIC628
Founded2008
Employees1-10

About Sullivan Financial Partners

Empowering confident retirements through clarity, leadership, and purpose. Sullivan Financial Partners is a full-service financial planning firm helping individuals and families align their wealth with what matters most. Through our proprietary Confident Retirement Journey™, we deliver personalized strategies across income, investments, tax, healthcare, and legacy — all designed to replace uncertainty with clarity, and fear with freedom. We serve clients who want more than advice — they want leadership. And we’re proud to be known for the relationships we build, the trust we earn, and the lives we help transform. If you’re ready to explore what’s possible in retirement — or your next chapter — we’re ready to guide the way.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director
Manager
Entry

Employees by Department

Sullivan Financial Partners has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Sullivan Financial Partners has never raised funding before.

Frequently asked questions

Sullivan Financial Partners is located in 141 Countryside Ct, Suite 100, US.
You can reach Sullivan Financial Partners at +18174312217.
Sullivan Financial Partners was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.
Sullivan Financial Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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