A chair is sitting in front of a desk with a laptop on it.

Talk to a Fiduciary Advisor Today

Whether you’re planning for the future, managing an inheritance, or ready to build a more confident financial path—we’re here to help. Every conversation starts with your goals, not a sales pitch. Let’s see how we can support you.

The Sullivan Group™

29060 Waverly Drive

Menifee, CA 92586


Mailing Address

PO Box 2190

Mission Viejo, CA 92690


Phone: 949-388-1888

Email: sean@sullivangroup.net

Request a quote.

Contact Us