Sullivan & Schlieman Wealth Management, LLC - Gainesville, Georgia

Okay, here’s a detailed overview of Sullivan & Schlieman Wealth Management, LLC, designed to be a helpful resource for individuals seeking comprehensive financial planning services:

Introduction to Sullivan & Schlieman Wealth Management, LLC

Sullivan & Schlieman Wealth Management, LLC is a dedicated financial planner firm committed to providing personalized guidance and support to clients seeking to achieve their long-term financial goals. Located in Gainesville, Georgia, at 641 Spring St SE, the firm operates with a philosophy centered on building strong, trusting relationships with its clients. They prioritize understanding each client’s unique circumstances, values, and aspirations to develop tailored strategies for wealth accumulation, preservation, and distribution.

Location and Contact Information

Clients can easily reach Sullivan & Schlieman Wealth Management, LLC at their convenient location: Address: 641 Spring St SE, Gainesville, GA 30501. For immediate assistance, you can contact them directly via telephone at Phone: 6787803200. Their website, sullivanandschlieman.com, offers a wealth of information about their services and approach.

Key Features and Services

At its core, Sullivan & Schlieman Wealth Management, LLC specializes in comprehensive financial planning. This encompasses a wide range of services, likely including:

• Retirement Planning
• Investment Management
• Estate Planning
• Risk Management
• Education Savings

The firm likely emphasizes a proactive and collaborative approach, regularly communicating with clients and adapting strategies as needed. It’s evident they prioritize accessibility, offering a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom – demonstrating a commitment to inclusivity.

Points of Interest and Recommendations

Appointments are strongly recommended to ensure dedicated time for a thorough discussion of your financial situation. They clearly value client relationships, suggesting a commitment to ongoing support and communication. The firm’s dedication to client appreciation is apparent, fostering a supportive and valued environment for both clients and staff.

Client Feedback & Reputation

Sullivan & Schlieman Wealth Management, LLC currently boasts 3 reviews on Google My Business, with an impressive Average opinion: 5/5. This overwhelmingly positive feedback suggests a strong focus on client satisfaction, personalized service, and a genuine desire to contribute positively to clients’ financial well-being and the local community.

Final Recommendation

For individuals seeking a trustworthy and knowledgeable financial partner, Sullivan & Schlieman Wealth Management, LLC presents a compelling option. Their dedication to accessibility, personalized service, and client-centric approach, combined with the overwhelmingly positive feedback they’ve received, makes them a strong contender. We encourage potential clients to explore their services further by visiting their website: sullivanandschlieman.com and scheduling an appointment to discuss your financial goals.

Do you need any additional information or a more tailored response based on a specific area of interest (e.g., retirement planning, estate planning)

👍 Reviews of Sullivan & Schlieman Wealth Management, LLC

Olivia S.

5/5

My husband and I had financial advisors before we selected Sullivan & Schlieman Wealth Management but, since we were not totally convinced they were the right ones for us, we kept looking. As clients of SSWM for nearly 10 years, we are so glad we did! Why? They are accessible. They perform and pay attention. They consider our goals and values as they offer sound advice. They are great educators. They stay in touch. They celebrate. They appreciate their clients and their staff. Thank you, SSWM, for contributing to our financial health and our community!

Pamela P.

5/5

Cherie A.

5/5