K D Sullivan Wealth Strategies is a financial services firm based in Lockport, New York, dedicated to helping individuals, families, and businesses build, manage, and preserve their wealth. The firm offers a client-centered approach, crafting personalized financial strategies tailored to each client’s unique needs and long-term objectives. With a strong commitment to integrity and trust, K D Sullivan Wealth Strategies emphasizes educating clients and empowering them to make informed financial decisions.

The firm specializes in areas such as retirement planning, investment management, and insurance solutions. As an independent advisor, their recommendations are not bound by proprietary products, allowing for objective, goal-focused advice. K D Sullivan Wealth Strategies takes pride in building long-term relationships and often works with clients across multiple generations. They also place a strong focus on community involvement, regularly participating in local initiatives to support the Lockport area.

Website: https://www.kdsullivanwealthstrategies.com/

Key Services:

– Comprehensive financial planning
– Retirement income strategies
– Investment portfolio management
– Life and long-term care insurance
– Tax-efficient wealth strategies
– Estate and legacy planning
– Small business financial consultation
– Education funding strategies