Sullivan and Associates Wealth Management, LLC
  • Home
  • About Us
    • Market Commentary
    • Team Value Statement
    • Our Associates
    • Our Services
    • Our Location
    • Access Your Account
    • Wells Fargo Advisors
  • Resources
    • Articles
    • Calculators
    • Newsletters
    • Glossary
    • Videos
  • Contact Us

Home Office (Rochester, NY)

Office Address:

572 Titus Ave,
Rochester, NY 14617

E-mail address:
bsullivan@wfafinet.com
michelle.lavigne@wfafinet.com
jpenner@wfafinet.com
psullivan@wfafinet.com
ngetiren@wfafinet.com
debbie.hilleman@wfafinet.com
colleen.wangler@wfafinet.com
lynn.johnson@wfafinet.com
julie.roulo@wfafinet.com
craigg.mcrae@wfafinet.com
anthony.cipolla@wfafinet.com
shelley.glim@wfafinet.com
tgsanderson@wfafinet.com
sean.keller@wfafinet.com
fred.goduti@wfafinet.com
douglas.jones@wfafinet.com
ben.mcquaid@wfafinet.com
grace.obrien@wfafinet.com
ed.burke@wfafinet.com
jeff.altomari@wfafinet.com
valerie.ellsworth@wfafinet.com
corey.burke@wfafinet.com
sraska@wfafinet.com
calanis@wfafinet.com
lstaudt@wfafinet.com
jerod.macko@wfafinet.com
bridget.macko@wfafinet.com

Local Phone:

585.266.7210

Toll-Free Phone:

800.653.0086

Fax:

585.266.7282

Satellite Office (Milwaukee, WI)

Office Address:

11414 W. Park Place Ste# 202,
Milwaukee, WI 53224

Local Phone:

414.271.0444

Toll-Free Phone:

877.437.0444

Fax:

414.751.7188

Office of Convenience/By Appointment Only (Boulder, CO)

Office Address:

2034 Pearl St., Suite 100,
Boulder, CO 80302

Local Phone:

585.266.7210

Fax:

585.266.7282

Contact Us

All fields marked with a * are required.

 

By submitting this request, you agree that the information you provide may be used by one of our associates from Wells Fargo Advisors to contact you about Wells Fargo Advisors' investment products and services. In addition, if you have other Wells Fargo products or services, you agree that Wells Fargo Advisors may share this information with those other Wells Fargo businesses or entities. Please review our privacy policy.

Success!

Thank you for contacting us, we will be in touch.

Sorry!

You have not completed all required fields.  Please review your entry and resubmit.

Sullivan and Associates Wealth Management, LLC
  • 572 Titus Ave
    Rochester, NY 14617
  • 585-266-7210
    800-653-0086
    Send a Message
  • Home
  • About Us
    • Market Commentary
    • Team Value Statement
    • Our Associates
    • Our Services
    • Our Location
    • Access Your Account
    • Wells Fargo Advisors
  • Resources
    • Articles
    • Calculators
    • Newsletters
    • Glossary
    • Videos
  • Contact Us

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

  • Site Map
  • Privacy Policy
  • Legal
  • Security
  • Notice of Data Collection

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX

Important notice: You are leaving the Wells Fargo website

PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.