Timothy Sullivan

Senior Financial Advisor

617-564-8325 tsullivan@lincolninvestment.com

I can help you create a personalized
financial plan to help you reach your
short- and long-term financial goals.
We will discuss your current financial
situation and your financial goals,
and together design a plan
customized to your needs. My
educational background includes
earning a BSBA from Suffolk
University. In addition, I hold FINRA
Series 7, 24, 65, and 66 securities
registrations and life and health
insurance licenses. Lincoln
Investment believes that financial
well-being should be accessible to
everyone, and we opened our doors
50 years ago to focus on the
retirement needs of educators and
employees of nonprofit organizations.
Today, our retirement and
investment services include
retirement planning, as well as
personalized financial planning,
investment management, estate
planning, wealth planning and much
more. We are dedicated to helping
our clients achieve their long term
financial goals through the guidance
of independent financial advisors and
quality investment choices