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Sullivan Mermel, Inc.

About
We are financial planners who work with people in a comprehensive, or holistic, way. We help our clients gain confidence, get organized, and go forward with clarity so they can achieve big goals.We especially enjoy working with attorneys, near retirees, and clients interested in socially responsible investing.
Membership Type
SBAC Business Supporters
Contacts
Luke Van de Loo
Bridget Sullivan Mermel
President, Sullivan Mermel, Inc.