Joseph Sullivan, CPA

Joe Sullivan has been meeting the needs of individual and corporate clients for more than 25 years. He has received many awards and accolades over his career; however, he gets most of his satisfaction from serving his clients. Joe is a licensed Certified Public Accountant and has vast professional experience in retirement and investment planning. In addition to being a CPA, he is FINRA Licensed (Series 7, 65, 6 and 63) and a Registered Representative in multiple states enabling him to provide you with a variety of investment and insurance products. Joe holds a Bachelor's Degree in Accounting from LaSalle University, where he later earned his M.B.A. while serving as an adjunct professor.

Joe is dedicated to developing lasting relationships with his clients. He is available to help you assess your financial goals and participate in the management of your finances.  

One of the benefits of working with Joe is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that you and Joe develop will provide a roadmap for working toward a more secure financial future.  

Joe credits his parents with teaching him what it takes to work hard, make money, and the uncommon wisdom to retain it. He and his wife, Carol, have been blessed with two children, Liam and Jacqueline, whom he hopes to teach to love always, seize opportunity when they can, and fight if they must. An avid outdoorsman, when not in the office, you'll find Joe in the forest.​