Condon Sullivan Wealth Management & Planning

Call
Website
131 Middlesex Tpke
Burlington, MA 01803
+1 (781) 552-4900
http://www.condonsullivan.com

Condon Sullivan Wealth Management & Planning is a financial services firm based in Burlington, MA, specializing in comprehensive wealth management and financial planning solutions.

With a client-centered approach, the firm offers personalized strategies to help individuals and families achieve their financial goals and secure their financial future.

Generated from their business information

Also at this address

Own this business?
See a problem?

You might also like

Fidelity Investments
Business services, nec, nec, Security brokers and dealers, Investors, nec, nec

Fidelity Investments

12
"I'm recommending this Fidelity office because of the: Convenient location with plenty of parking Friendly service Helpful/professional staff Decently priced offerings I'm docking one star..."
photo of Karen M.
Business services, nec, nec, Services, nec, nec

RPG. Family Wealth Advisory

RPg Insurance Solutions, located in Burlington, MA, offers an independent approach to financial planning, focusing on creating secure retirements, protecting families, and providing workplace benefits. With a comprehensive range of insurance products and solutions, the company is dedicated to helping clients realize their most cherished financial goals. Led by experienced professionals, including CEO David Gatti and Senior Director Mark Bourgeois, RPg Insurance Solutions combines expertise in asset allocation and financial planning to cater to both individual and business needs. The team emphasizes a goal-focused approach, ensuring that each client's unique desires are met with tailored strategies and solutions. Generated from the website
Edelman Financial Engines
Business services, nec, nec, Services, nec, nec

Edelman Financial Engines

1
"We had one meeting with one of their financial advisors. He spent about 20 minutes with us. My husband sent him additional information so that he could guide us better, but the guy never followed..."
United States›Massachusetts›Burlington›Condon Sullivan Wealth Management & Planning