Why Work with Us
At Condon Sullivan Wealth Management and Planning, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource.
We provide a complimentary financial planning tool for our clients and prospects called eMoney Advisor, which helps them get on track regarding their finances. We have an in-house eMoney Advisor professional that assists our clients with the system. We also encourage our clients to take advantage of our discovery process, during which we get to know our clients closely before suggesting investment strategies.
We believe that it is our duty to serve and educate our clients to their specific investment needs. By offering first class service and frequent communication, Condon Sullivan Wealth Management and Planning seeks to separate ourselves from the average advisors. We take the time to learn about our clients’ financial goals and develops strategies that align with their objectives. We build trust over time, and enjoy building long-term relationships with our clients, serving families through the generations.