Rowland Sullivan Wealth Management
Rowland Sullivan Wealth Management in Lake Ozark, MO
About Rowland Sullivan Wealth Management
We built this practice to help answer one question.
Patrick Rowland and Jacob Sullivan joined up in 2012 with a common desire to help clients meet their goals through building relationships, listening, and working with them to develop plans. The team has evolved to meet the needs of their clients by adding additional team members and joining up with the Macomb, IL office in 2022. This was a natural fit as the group in that office maintains the same family atmosphere and client-first planning mentality.
Patrick Rowland and Jacob Sullivan joined up in 2012 with a common desire to help clients meet their goals through building relationships, listening, and working with them to develop plans. The team has evolved to meet the needs of their clients by adding additional team members and joining up with the Macomb, IL office in 2022. This was a natural fit as the group in that office maintains the same family atmosphere and client-first planning mentality.
Services
- Wealth Management
- Retirement Planning
- Investment Management
- Retirement Income Planning
- Financial Planning
- Investment Advice
Areas Served
- Lake Ozark
- Macomb
- Camdenton
- Laurie
- Sunrise Beach and Beyond
Features
- Client First Planning
- Family Atmosphere
- Relationship Building
Location
2140 Bagnell Dam Blvd Ste 301,
Lake Ozark, MO 65049
View Phone Number
(573) 348-2322 - Call Us
Reviews
March 16, 2022
Excellent financial advisors who are very genuine and present their services with integrity. Their alternative investments along with their professional attitude separate them from other investment firms.
August 11, 2021
These guys are the real deal. Smaller company which I like because they are more personal and pay attention to making sure they are meeting/exceeding your financial goals. They are always adapting and figuring out different ways to diversify your money if desired. I ALWAYS feel like Adam has my best interest. I will continue to use them and refer them to everyone.
July 22, 2021
I appreciate Grand Glaize for the depth of their product offerings and the knowledge of the investments. They offer products that truly diversify and that aren't available at nationally known brokers. I especially like that Adam, Derrick and Mark watch all of their client accounts actively and get just as excited about gains & making money!
July 19, 2021
You can absolutely trust Adam Maher! He is the perfect combination of professionalism, knowledge and common sense.
July 16, 2021
Topics
financial planning
in Lake Ozark, MO
investment advice
in Lake Ozark, MO
wealth management
in Lake Ozark, MO