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Average ratingGreat
4.0/ 5

Based on 8 reviews

538%
425%
338%
20%
10%
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Questions about Sullivan John S

Based on 8 reviews, listing data and website checks · updated today

What is Sullivan John S?

Sullivan John S is a financial advice company located at 2940 Senna Dr in Matthews, North Carolina. The business provides personalized financial planning services to help clients achieve their financial goals through tailored solutions and comprehensive guidance.

What does the rating split of 8 reviews indicate about customer satisfaction?

The Trustburn rating is 4 out of 5 from 8 reviews, with a mix of 5-star, 4-star, and 3-star ratings. This distribution shows that while most clients are highly satisfied, there is some variation in individual experiences regarding the service delivery.

What specific financial planning themes do multiple reviewers praise?

Several reviewers highlight the team's ability to create personalized financial plans and provide valuable insights without using pushy sales tactics. Clients consistently mention feeling confident in the team's expertise and the personalized approach taken to understand their unique financial situations.

How do reviewers describe the communication and responsiveness of the team?

Multiple reviews note that the team is highly knowledgeable, professional, and always available to answer questions or concerns. Clients appreciate the attentive and responsive nature of the advisors who help them create comprehensive financial plans for their future.

What practical details are available for contacting Sullivan John S?

The business can be reached by phone at 7048451960. Their official website is johnsullivanclu.com, which serves as the primary digital presence for their financial services and client information.

How recent is the feedback and how many reviews are currently available?

The most recent review was posted on December 22, 2023, and the oldest available review dates back to February 28, 2022. There are a total of 8 reviews on Trustburn, with the latest activity occurring in late 2023.

What specific terms or features are mentioned regarding the financial planning process?

The reviews mention the creation of personalized plans and the provision of valuable insights and recommendations. The process is described as smooth and enjoyable, with a focus on understanding client goals to deliver tailored financial solutions.

What do reviewers say about the overall professionalism and expertise of the team?

Reviewers consistently describe the team as professional, knowledgeable, and efficient in addressing client concerns. The high level of expertise and genuine care for client financial well-being are frequently cited as key strengths of the service.

Where is Sullivan John S located?

Sullivan John S is located at 2940 Senna Dr, Matthews, North Carolina.

What is the official website of Sullivan John S?

The official website of Sullivan John S is johnsullivanclu.com.

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J Fuller
Reviews 1

I recently used the services of a financial advisor and I couldn't be happier with my experience. The advice and support I received from Sullivan John S were invaluable. They took the time to understand my financial goals and provided me with a personalized plan to achieve them. I would definitely recommend their services to others.

James Pollock
Reviews 1

The team at Sullivan John S provided me with exceptional financial advice. They were attentive, responsive, and helped me create a comprehensive financial plan for my future. I am grateful for their expertise and would highly recommend their services to anyone in need of financial guidance.

Laura Hendry
Reviews 1

I had a very positive experience with Sullivan John S. They were professional, knowledgeable, and provided me with valuable financial advice. I felt like they genuinely cared about my financial well-being and went above and beyond to ensure my needs were met. I would highly recommend their services.

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About Sullivan John S

Address
2940 Senna Dr