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    Sullivan Financial Planning

    5.0 (2 reviews)
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    Global Wealth Strategies & Associates - GWS&A - GWS&A

    Global Wealth Strategies & Associates - GWS&A

    (3 reviews)

    Cherry Creek, Southeast

    I was introduced to GWS&A via my employer through a series offered by GWS&A called Retirewise. Brad…read moreScoular led the series over the course of 4 weeks. Each week a different topic was covered, all centered around retiring wise. During these 4 weeks I was blown away by all that I learned, and, I was even more impressed by Brad. You can tell he is extremely passionate about sharing his knowledge of finances. After the series ended, each participant was offered a 1 hour free consultation with Brad. I was so impressed by Brad that I signed up for the consultation immediately. Since the initial consultation with Brad I have also met Adam. Talk about the dream team. These guys know their stuff and it is obvious that they love what they do, and they love helping people gain knowledge about the confusing world financial planning. Their team is equally as proficient. The tools they have to make accessing your accounts as well as accessing them are really useful. The best part is that when I moved to Hawaii from California, they are still able to manage my account and work with me and the time difference between us. Top notch in my book!

    I have worked with Adam for years. He provides an exceptional level of service, listens to my…read moreneeds, is patient, has great attention to details and offers in-depth financial counseling. Because of this, I have referred him to my family members, friends and would refer him to anyone with confidence. This is a firm that has your best interest at heart and you will not regret investing with them.

    Keeley Accounting - Eric Keeley

    Keeley Accounting

    (2 reviews)

    Capitol Hill, Southwest

    Great financial advice from an experienced accountant with a personality! Excellent service, worth…read moreevery penny. Thank you!

    Mr. Keeley had bought our accountants business. At the time he did not live in the state and told…read moreus how he would be moving his business here. We wanted him to tidy up our books, help change our filing status for our business and help with a transfer to QBO. But we were fed lines of crap on why he couldn't help. We switched firms for the 2025 tax season. When they were reviewing and prepping our books for taxes they found several things that should have been corrected a while ago and wondered why we were filing as an LLC and hadn't got a S Corp status. Well we were told we could only apply for S Corp status during a certain time, and we had missed it. Well come to find out that's not true. He could have saved our business a lot of money but he chose not to. Mr. Keeley has "offices"(he's not there and not staffed) in many states. He doesn't go the extra mile for his customers, he barely makes the block. He doesn't want to do your taxes if he doesn't do your books, but I didn't feel comfortable with that considering he never seemed to want to help or answer the phone. He's big on AI help, so that's who answers his phone. If I had a question I was given a very vague response as this was his way of persuading me to let him do the bookkeeping, basically saying I couldn't do it without him. My opinion you could get the same service using turbo tax and would be a hell of a lot cheaper. I would find someone who is more hands on and honest.

    Sullivan Financial Planning - financialadvising - Updated May 2026

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