Hi, this is Bridget Sullivan Mermel. At Sullivan Mermel, Inc. we are financial planners who work with people in a comprehensive, or holistic, way. We help our clients gain confidence, get organized, and gain clarity on how to achieve big goals.
We especially enjoy working with attorneys, women managers and executives, and clients interested in socially responsible investing.
We offer a two ways of working together:
1. A Financial Strategy Session to answer your 3 biggest questions
2. An on-going retainer which includes methodically going over every area of your finances, including recommending and implementing investments as well as preparing and filing your taxes.
I started out with a tax practice in 1997. I could see that clients wanted and needed help not just with their taxes, but with other areas of their personal finances, too. When I found out about fee-only advising, with its emphasis on giving bias-free advice, I was hooked! I love helping people understand and improve their fiances.