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Meet Us

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Stephen Sullivan began his career in the mid 1990′s as a Sales Assistant for Salomon Smith Barney (now Morgan Stanley Smith Barney) and later started the Sullivan Financial Group after leaving MetLife in 2009. Having come from a wealth accumulation background, Steve has now transitioned into the often overlooked profession of asset protection. As an active managing partner at Sullivan Financial Group, LLC he has been able to work with both business owners and their employees helping both achieve their financial and protection goals. With the new Westwood, New Jersey office, he is pleased to host both walk ins as well as more formal meetings with local families and individuals. Steve’s door is always open.

As a resource in the community, he truly enjoys what he does and the people whom he can assist. Please swing on by today and let’s discuss what is important to you. Let’s put a plan together to make your dream a reality.

Education

  • University of Vermont, BA
  • Rutgers University, Masters Program
  • FSCP – Financial Services Certified Professional
  • Certified for Long Term Care
  • Certified for PAIP and CAIP
  • Certified for National Flood Insurance Program
  • Series 6, Series 7, Series 63, Series 65, Life and Health Insurance, Property and Casualty Insurance licenses
  • Allstate Premier Agency Award – 2014
  • Allstate National Conference Winner – 2013
  • Allstate Honor Ring Recipient – 2013
  • National Association of Health Underwriters – Leading Producers Round Table, President’s Level 2012, 2013 and 2014
  • Member of 3 in 4 Need More – Long Term Care Awareness Campaign
  • National Association of Health Underwriters – Certified Patient Protection and Affordable Care Act
  • LUTCF-Life Underwriter Training Council Fellow

Specialization

  • Employee Benefits (Major Medical, Group Life, Group Vision, Group Dental, Group AD&D, Group Retirement)
  • IRA’s and Savings Accounts
  • Long Term Care
  • College Planning 529 Plans
  • Medicare Supplements
  • Auto, Home, Liability
  • Commercial

thumb imagesJoseph Brady is a successful and well-respected financial advisor and has over 16 years’ experience providing clients with specialized solutions that blend financial, insurance, and estate planning strategies. Joe’s experience and national training in the matters of individual, business and senior investors, he is able to help his clients define and achieve their financial goals. He assists investors preserve their capital, increase their income, and more profitably organize their investments. People, who consult with Joe, find that they create long term wealth while providing immediate financial security for their loved ones.

For others, they find Joe can create a life insurance protection program for their family, prepare a college savings plan for their children, and implement a strategic retirement and insurance plan for themselves or businesses.

Education

  • DePaul University, BA
  • CMFC, Chartered Mutual Fund Counselor-The College for Financial Planning
  • CLTC, Certified in Long Term Care-The Corporation for Long Term Care
  • CSA, Certified Senior Advisor-The Society of Certified Senior Advisors
  • CAM, Chartered Asset Manager-American Academy of Financial Management
  • Cornell University-Certificate in Financial Management
  • Cornell University-Certificate in Executive Leadership
  • American Bankers Association-AIB Retail Branch Management
  • Institute of Certified Bankers (ICB) Branch Management Certification
  • New York Institute of Finance-Professional Certificate in Portfolio Management
  • Series 7, Series 63, Series 65, Life and Health Insurance, Property and Casualty Insurance licenses
  • MDRT- Million Dollar Round Table
  • Five Star Wealth Manager, featured in New Jersey Monthly Magazine

Specialization

  • Insurance Planning-Life, Health, Disability, Long Term Care, Accident, Critical Illness
  • Comprehensive Family Wealth Management
  • Income Solutions
  • Investment Management
  • Employee Benefits
  • Estate Planning
  • College Planning
  • Retirement and Ancillary Solutions for Individual and Companies

Sullivan Financial Group is a widely-recognized insurance and financial services company. We proudly serve clients in New Jersey. The company’s office is in Bergen County and it will be our pleasure to help you enroll into an insurance plan today.

You can reach us online by sending your inquiries. We also have insurance agents you can reach via phone – 201-497-3334.

Other Helpful Links

  • What would your family do without your income? Ask us how life insurance can help protect their future. Find out more»
  • Is saving for retirement causing you to lose sleep? Ask how we can help! Find out more»
  • Thinking about an Individual Retirement Arrangement? We can help!
  • Worried if you’re saving enough for retirement? Ask how we can help! Find out more»