Kerri M. Sullivan-Kreiss, CFP<sup>&reg;</sup> - Financial Advisor

Kerri M. Sullivan-Kreiss, CFP®

AIF®, ChFC

Financial Consultant

Sullivan Kreiss Financial, Inc.

1700 West Park Drive, Suite 340
Westborough, MA 01581
508-351-0770

General

Kerri Sullivan-Kreiss is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sullivan Kreiss Financial, Inc. in Westborough, MA and the surrounding communities.

Financial Advisor Overview

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Accredited Investment Fiduciary, AIF®

Insurance Licenses

  • Life insurance: MA,CT,RI,IL,FL,VA,NH,NY,OR,LA
  • Health/disability insurance: MA,CT,RI,IL,FL,VA,NH,NY,OR,LA
  • Fixed annuities: MA,CT,RI,IL,FL,VA,NH,NY,OR,LA
  • Variable annuities: MA,CT,RI,IL,FL,VA,NH,NY,OR,LA
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Getting Divorced, Retirement, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources