Is the U.S. economic engine starting to sputter? After years of strong consumer spending, recent data shows signs of slowing. Check out Commonwealth chief market strategist Chris Fasciano’s latest blog to learn what this means for the future of the economy:?https://bit.ly/3FoBOoi?#economicupdate
关于我们
SullivanKreiss Financial was founded in 2004 to provide superior wealth management and investment advisory services to affluent and emerging affluent individuals and their families. We design financial plans that are tailored to each of our client’s specific circumstances and objectives. We are committed to building solid, long-term relationships with our clients and pride ourselves in paying attention to the details that make every client’s wealth management needs unique. Our relationship with Commonwealth Financial Network?, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support. . This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MO, NC, NH, NV, NY, OH, OK, OR, PA, RI, UT, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network?, Member FINRA/SIPC, a Registered Investment Adviser. Securities and advisory services offered through Commonwealth Financial Network?, Member www.finra.org / www.sipc.org, a Registered Investment Adviser. Sullivan-Kreiss Financial, 1700 West Park Drive, Westborough, MA 01581. 508.351.0770 Please review our Terms of Use here: https://www.commonwealth.com/termsofuse.html
- 网站
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https://www.sullivankreissfinancial.com
SullivanKreiss Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Westborough,Massachusetts
- 类型
- 自有
- 创立
- 2004
- 领域
- Financial Management、Investment Planning、Education Planning、Retirement Planning、Risk Management、Estate Planning、Tax Planning、Insurance Management和Business Planning
地点
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主要
1700 W Park Dr
Suite 340
US,Massachusetts,Westborough,01581
SullivanKreiss Financial员工
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Niki Griffin
Client Relations Manager at SullivanKreiss Financial
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Kerri Sullivan-Kreiss, CFP?, AIF?, CDFA?
Financial Advisor with 30+ yrs. experience, President, SullivanKreiss Financial, Inc. [email protected]
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Morgan McMaster, CFP?
Financial Advisor at SullivanKreiss Financial
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Jennette MacDonald
Investment Operations Specialist
动态
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With health, tech, and longer lifespans on their side, Gen X is turning longevity into an opportunity for adventure, purpose, and reinvention. ? Read on to discover how Gen X is rewriting the retirement playbook.?https://bit.ly/3Q0UX1R?#GenX #retirement
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Happy International Women's Day! Every year, we unite to honor International Women’s Day, and this year our focus is on uplifting and empowering women and girls within our community. We remain dedicated to giving back by partnering with organizations that provide support and opportunities for women. Today we gathered to collect donations of feminine hygiene products and gently used professional attire to benefit the South Middlesex Opportunity Council (SMOC). A huge thank you to those who dropped off donations. We are incredibly grateful for your kindness and commitment. With heartfelt thanks, The SullivanKreiss Financial Team #womensupportingwomen #internationalwomensday #givingbacktothecommunity
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February's market rollercoaster left many wondering what's next. Despite positive fundamentals, lingering risks create an uncertain outlook. Check out the latest Market Thoughts video from Commonwealth CIO Brad McMillan for insights on what lies ahead:?https://bit.ly/4hcRc4D?#marketupdates
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SullivanKreiss Financial believes in the power of community and the importance of giving back to causes that make a difference. That’s why, for the month of March, we are proud to support the Dana-Farber Cancer Institute and Mass Eye and Ear, two extremely impactful organizations. The Dana-Farber Cancer Institute is renowned for its exceptional care, groundbreaking research, and unwavering commitment to providing the highest standard of treatment for cancer patients. Dana-Farber is at the forefront of cancer care, continually advancing new therapies and treatment options, making Dana-Farber a beacon of hope in the fight against cancer. Mass Eye and Ear is home to the world’s largest research centers for both vision and hearing. The clinicians at Mass Eye and Ear are deeply committed to advancing the understanding and treatment of conditions that cause blindness, deafness, and other disorders affecting the head and neck. Both the Dana-Farber Cancer Institute and Mass Eye and Ear have transformed countless lives. The following stories are from a few of our clients who are running in the Boston Marathon to raise funds for the organizations. We are proud to support these organizations and invite you to join us. Your contribution, no matter the amount, will help provide vital care to those in need. We believe that, together, we can make a meaningful impact. Click here to support Paige's Run - https://lnkd.in/eDYPwFhC Click here to support Robert's Run - https://lnkd.in/eDePy9yt Click here to support Gabby's Run - https://lnkd.in/e_E5yQyY
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Inflation, once called transitory, is entering its fifth year, with consumer prices up 18 percent since 2020. Although spikes have eased since 2022, the Fed’s battle to reach its 2 percent inflation target continues. See predictions for interest rates and your wallet in 2025:?https://bit.ly/40vX16B?#economicoutlook
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Investing isn't just for the wealthy! Small, consistent contributions can build significant wealth over time.?Here’s how to get started no matter your budget:?https://bit.ly/3EspYZK?#smartinvesting
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Your paycheck might get a little bigger this year, thanks to updated tax brackets and a higher standard deduction. Even if your salary stayed the same, you could fall into a lower tax bracket and owe less. Learn how these changes impact your take-home pay:?https://bit.ly/3Qdve69?#taxupdate2025
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For the month of February, we are proud to spotlight Beyond Hunger. For 45 years, Beyond Hunger has been harnessing the power of communities to end hunger. What started with a girl scout troop creating holiday meal kits for 20 families, has matured into a vibrant community asset that provides healthy, nutritious groceries to over 65,000 individuals a year. Serving residents of 13 zip codes on the West side of Chicago and nearby suburbs, Beyond Hunger’s comprehensive programming includes a food pantry, home delivery program, nutrition education services, benefits services, summer meals for kids, and more. Unique among food pantries, Beyond Hunger has a Nutrition Education team, staffed by Registered Dietitians. The Nutrition Education programming reaches over 15,000 individuals through in-person and virtual classroom nutrition and cooking classes. In addition these classes, bi-weekly one-on-one nutrition education engagement is offered with dietitians, dietetic interns, and/or Health Ambassadors. Beyond Hunger is not just meeting the needs of today—but building a future where everyone has reliable access to the foods they need to thrive. For more information and to donate to Beyond Hunger visit: https://lnkd.in/eCTkV63E If you have a charity you would like us to sponsor in the future, please don’t hesitate to let us know. What's important to you is important to us!
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