I am a Chartered Retirement Planning Counselor (CRPC) with 20 years experience, offering comprehensive financial strategies designed to help individuals, families, and business owners meet their financial goals while also protecting their assets. The key to my success is my personal attention to each client, my ability to work with many varied insurance and investment companies, and my strong dedication to interact with my clients in the same manner that I would like to be treated. Securities and advisory services offered through Cambridge Investment research, Inc, a Broker/Dealer, member FINRA/SIPC. Investment advisor Representative, Cambridge Investment Research advisors, Inc., a Registered Investment adviser. Securities offered to residents of CA, CT, DE, FL, LA, MA, ME, NH, NM, OR, TX, VA & WA. Branch Office: Located at Bernard M. Sullivan Insurance Agency, Inc. 12 Market St Ipswich, MA 01938. Bernard M. Sullivan Insurance Agency Inc., and Cambridge Investment Research are not affiliated. Cambridge Investment Research and its representatives do not offer tax or legal advice. Individuals should consult the tax or legal professionals regarding their specific circumstances. 