Sullivan & Associates

CONNECT

Address:

609 S. Kelly Avenue
Suite L -1
Edmond, OK 73003

Phone:

405-285-4500

Investing

Many financial plans include at least some weighting in stocks and/or mutual funds, and while historically equities have tended to rise in value over the long term, they carry a certain amount of risk, both for long- and short-term investors. It is therefore imperative that you have realistic financial goals and investment objectives in place before you begin to invest.

Calculators

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

Flipbooks

Videos

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck