Sullivan & Serwitz

Robert Sullivan, BS, CFP
To serve the diverse needs of our clients we offer a variety of fee options: traditional assets under management as well as profit based. As a Multi-Family Office, all services are provided either in-house or through collaborative relationships: Investment Planning, Retirement Planning, Estate Planning, Tax Prep/Planning, Trustee Services, Assisting Children, Assisting Parents, Philanthropic Planning, Private Banking, Asset Protection, and Stewardship Consulting.

Website

(650) 949-2221

Specialties

Your name

Your location?

Suggestions will appear as you type. Example: Cary, NC.

How can we help you?

Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Are you shopping around?

Yes

Optional, but recommended. Leave this set to Yes and save yourself time and money; NestEggZone.com will help you find the best financial advisor for your needs!

Optional, but recommended. An email is required if a phone number is not provided.

Phone #

Optional, but recommended.

Sullivan & Serwitz / Financial Advisor in Los Altos, California

Specialties