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Bridget Personal Finance

Money? Happiness? Let me introduce you! Personal finance is more than just watching the stock market and investing. Personal finance starts with your goals and values, then moves to saving, investing, taxes, managing your risks, and leaving a legacy!

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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.

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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.

Sullivan Mermel, Inc.

3744 N. Southport Unit G

Chicago, IL 60613

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Email: b@sullivanmermel.com
Ph: 773-404-9344
Fax: 773-327-1461
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© 2025 Bridget Sullivan Mermel

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