William T. Sullivan,  CFP<sup>&reg;</sup> - Financial Advisor

William T. Sullivan, CFP®

William T Sullivan CFP/LPL

5 Hatfield Ln, Ste 2B
Goshen, NY 10924
(845) 294-0785


William Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at William T Sullivan CFP/LPL in Goshen, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications


Insurance Licenses

  • Life insurance: NY,NJ
  • Health/disability insurance: NY,NJ
  • Fixed annuities: NY,NJ
  • Variable annuities: NY,NJ

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Government & Military, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Irregular Income, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Tangible Assets, Sudden Wealth


Helpful Financial Planning Resources