
Brendan O'Sullivan

Individuals & Families
We offer comprehensive financial planning, investments, and insurance strategies to individuals and their families.
- Financial Planning
- Estate Planning
- Wealth Management
- Risk Management
Businesses & Organizations
We specialize in assisting business owners fully integrate their personal, business, tax, and estate planning.
- Protect the Investment in Your Business
- Attract & Retain Quality Employees
- Reward Key People
Contact Me
Use the contact form below to email me directly or, if you prefer, contact me via phone or one of the other methods listed.