Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Massachusetts > Wakefield > Jeanne Gibson Sullivan, CFP®
Find the Certified Financial Planner™
Who's right for you.

Jeanne Gibson Sullivan, CFP®

Financially in Tune

607 North Ave
Door 12
Wakefield, MA 01880
Phone: (781) 587-0582
Fax: (781) 587-0583

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Cross-border Planning
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

Considerations: hourly consultations and portfolio management clients

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.