Unlock your financial potential

With the right support, navigating financial goals can feel less complex. By learning what’s most important to you, I provide advice that is uniquely tailored to your goals and priorities.

Peter Sullivan

Financial Advisor

Managing Director

The Hatton Sullivan Group

A financial advisory practice of Ameriprise Financial Services, LLC

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Client satisfaction 5.0 / 5 rating based on 11 reviews
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Contact

813.868.8733

Peter.Sullivan@ampf.com

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Prepare for all market conditions

Market volatility can feel unsettling – even for the most experienced investors. It’s natural to wonder if you should make changes to your portfolio during these periods. Staying invested in a difficult market can be tough, but history shows it can pay off in the long run. In addition to our regular meetings, I'm always available to discuss your current investments or answer any questions you may have.

Contact me for a complimentary initial consultation to discuss your financial goals

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement Interactive^SM tool, where I encourage you to explore the “Retirement Challenges” section. It will let you delve into important issues that could potentially affect your retirement.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

Leaving a legacy

An estate plan is vital to leaving the legacy you want. Yet, it may seem intimidating to start. I can work alongside you — and your family — during the process. Partnering with your attorney and CPA, we help answer questions such as:

- How to preserve your wealth

- Potential tax implications

- How to equitably divide your assets among loved ones

- How to support the people and causes you care about

I will help you evaluate your options and determine what makes sense for you, your family and your legacy planning goals.

FEATURED EVENT

SOCIAL SECURITY & MEDICARE: EVERYTHING YOU DIDN’T KNOW TO ASK

Tuesday, September 22, 2026
12:00 PM - 1:00 PM

Join us for a virtual presentation on social security and Medicare.

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Unlock your financial potential

Peter Sullivan

SOCIAL SECURITY & MEDICARE: EVERYTHING YOU DIDN’T KNOW TO ASK

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