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We'd love the opportunity to connect.
Call or email us.

The first thing we do when you contact us is simply find out a little bit more about you and the issues that you're facing. If it makes sense to talk further, then we set up an appointment to get to know one another. While we’ll ask you to about your finances, all of our conversations and your information is private and confidential.

Sullivan Mermel, Inc.

3744 N. Southport Unit G

Chicago, IL 60613

Ph: 773-404-9344
Fax: 773-327-1461

We are fee-only financial planners located in Chicago.   We serve Chicagoland and the nation through in-person meetings in our Chicago office as well as virtually with video conferencing and secure file transfer.

© 2024 Bridget Sullivan Mermel

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