Account Control Technology

Sullivan Mermel, Inc. is a fee-only financial planning firm based in Chicago, IL, serving clients both locally and nationwide. Led by Bridget Sullivan Mermel, a Certified Financial Planner (CFP) and CPA, the firm offers comprehensive financial planning services, including retirement planning, investment management, tax planning, tax preparation, insurance analysis, and estate planning review. With a commitment to providing unbiased advice and putting clients' needs first, Sullivan Mermel helps individuals and families optimize their finances and achieve their big goals, creating fulfilling lives. As fiduciaries, Sullivan Mermel upholds the highest standard of care in the industry, working with clients through an ongoing relationship to systematically review every area of their finances and ensure they are on track to meet their goals. With a focus on transparency, the firm aims to educate clients about fees and empower them to make informed financial decisions. By connecting money and meaning, Sullivan Mermel helps clients find purpose and happiness as they navigate their financial journey.Generated from the website

Midwest CFO provides Fractional CFO services to help you grow, scale, and exit your business. We work with businesses from $1MM to $50MM in revenue. Our services help business leaders gain insights from their financials through financial planning & analysis (budgeting, cash flow forecasting, sales forecasting, etc.), financial leadership, and strategic planning. Learn more today by checking out our website!

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