The Sullivan Group
Location / Contact
Company Profile
Based in Roseville, California, The Sullivan Group™ provides investment and retirement planning services to individuals, families and corporations.
With more than 35 years collective experience, our clients turn to us for objective, strategically guided financial advice and asset management services.
Our firm’s formation dates back 25 years to when Tom Sullivan, now a Fox Business Network anchor, launched The Sullivan Group as an investment firm.
Sean Lehmann and Sullivan reintroduced The Sullivan Group in 1994 with Kurt Halverstadt joining in 1998. When Sullivan left the firm in 2007 to join Fox Business Network, Lehman and Halverstadt continued serving as managing partners.
Products and Services Offered
Unbiased Advice. Comprehensive Management.
We understand that managing your finances takes time, careful thought and planning. As your advisor, we collaborate with you to create a customized plan based on your situation, goals and expectations. We implement and manage your plan while keeping you informed at all times.
Our top priority is to provide independent, unbiased advice you can trust. That’s our commitment to you.
The Sullivan Group™ Investment and Retirement Planning Services:
Retirement planning - Portfolio management - Comprehensive investment planning - Corporate and small business retirement plans - Estate planning - Trust management
