About Us
You're not here by accident...
Peacefield Financial was built on three principles:
Fees, Funds & Fiduciary.
Create solutions to meet clients short and long term financial goals.
One on One - Advisor - Client Relationships.
Living the Fiduciary Standard, ensuring the legal/ethical relationship of trust and prudently investing of our clients money!
Have questions about how to build wealth and/or transition to retirement... how to pay for it when you get there? How about Healthcare, Income Planning, Social Security, Taxes, College Savings, Estate Planning, Eldercare, etc... We can help you answer them.
A Proven Approach
Make your money work for you!
We start by LISTENING! What keeps you up at night? "Where do I start?" "Will I outlive my retirement?" "Who will care for my loved ones when I'm gone?" "When can I buy the vacation house?!" "How do I protect what I've worked hard for!"
We've seen and heard them all...
We then explain the ways we can (or cannot) help. To ensure that your current investment portfolio meets your future needs, we'll review your current strategy, your tax returns, existing balances and ultimately, your needs, wants and wishes. This comprehensive, fully transparent approach to your financial landscape and risk tolerance provides the platform for fiduciary responsibility, prudence and a lifelong relationship.
Our Firm's Due Diligence department is known throughout the industry for its exceptional care and excellent precision when it comes to reviewing the products we use with you. Rather than relying on third-party evaluations, the internal Due Diligence team draws on their extensive industry experience to ensure that each product they review meets their high standards for representing legitimate opportunities, is based on well-understood economic models, and carries strong economic merit within the current market.
Why Us?
With over 50 years of retirement planning experience, Peacefield Financial is a fully licensed and insured wealth management company.
With the support and oversight of our Broker Dealer and Registered Investment Advisory, Cetera Financial Specialist and our bank clearing firm, Pershing, your account is safe and secure! It's represented by one of the most advanced trading and wealth management platforms and your account is held at the worlds largest bank! As well, being a true independent advisory group, you can count on unbiased, non-proprietary recommendations and impartial guidance.
When it comes to technical issues, legal questions or complex strategies, Cetera has the in-house expertise to assist us with obtaining answers to queries you may have. Our Advanced Planning Group is comprised of highly credentialed legal and financial professionals who will respond promptly and help form accurate and sophisticated solutions on a variety of planning issues; including wealth transfer and estate planning, stock options and business succession.
Locally, Peacefield Financial has built strong partnerships with firms that are known throughout the South Shore for their trust, diligence and personal touch! From Estate Planning to Tax Advice, your needs will be fulfilled.
Our Team
Jeff Sullivan - Managing Director (Series 6,7, 63, 65, MA Insurance & MA Real Estate Licenses)
Jeff Sullivan - Managing Director (Series 6,7, 63, 65, MA Insurance & MA Real Estate Licenses)
Jeff Sullivan - Managing Director (Series 6,7, 63, 65, MA Insurance & MA Real Estate Licenses)
A results driven financial adviser, Jeff helps his clients pursue their financial goals with accumulation, distribution, and succession strategies. His clients have come to expect professional investment analysis, management, and consistent follow through.
"Helping clients simplify the complexity of their financial lives by providing advi
A results driven financial adviser, Jeff helps his clients pursue their financial goals with accumulation, distribution, and succession strategies. His clients have come to expect professional investment analysis, management, and consistent follow through.
"Helping clients simplify the complexity of their financial lives by providing advice based on time-tested investment and planning principles is paramount. At the heart of my philosophy is a passion to build enduring relationships through my commitment to provide outstanding service."
Between college and career that took him to Iowa, Los Angeles, Connecticut and NYC, Jeff is happy to be back in his hometown of Quincy, MA. In his spare time he spends time with his partner, Tori and their 7 year old son, Auden. Together they enjoy weekend getaways to the Cape, Vermont and Maine along with hiking throughout New England, reading and boating.
When Jeff does find time, he "keeps the peace," on Quincy Is Everything (QIE), one of the city's largest social media Facebook groups.
Joan Gallagher - Office Manager
Jeff Sullivan - Managing Director (Series 6,7, 63, 65, MA Insurance & MA Real Estate Licenses)
Jeff Sullivan - Managing Director (Series 6,7, 63, 65, MA Insurance & MA Real Estate Licenses)
When Jeff elected to open his own firm, his first hire was his mother, Joan. She runs the ship! Not only is she the boss, she's Jeff's first client!
Joan spends her time between her home on the South Shore of Boston, Florida and visiting grandchildren on the coast of Maine.
An avid reader, when not sneaking candy to her grandchildren, sh
When Jeff elected to open his own firm, his first hire was his mother, Joan. She runs the ship! Not only is she the boss, she's Jeff's first client!
Joan spends her time between her home on the South Shore of Boston, Florida and visiting grandchildren on the coast of Maine.
An avid reader, when not sneaking candy to her grandchildren, she enjoys traveling. Joan has traveled the world, her favorite destinations are Paris, the Amalfi Coast and the beaches of Thailand.
Certera Financial Specialists
Jeff Sullivan - Managing Director (Series 6,7, 63, 65, MA Insurance & MA Real Estate Licenses)
Certera Financial Specialists
My firm provides investment solutions across the spectrum of client needs and preferences. Our customized wealth management investment products feature elite institutional portfolio strategists and provide the flexibility to build portfolios that can help meet the investment goals we set together. These types of services offer regular, pe
My firm provides investment solutions across the spectrum of client needs and preferences. Our customized wealth management investment products feature elite institutional portfolio strategists and provide the flexibility to build portfolios that can help meet the investment goals we set together. These types of services offer regular, personalized communication, professional guidance, greater transparency and a more disciplined approach to investing.
Just as I support you with the latest industry trends and regulatory knowledge, I have a team of thousands of financial professionals supporting me. These opportunities allow me to bring the spirit of collaboration back to my business, and more importantly, to our relationship.
Cetera’s state-of-the art tools and technology help me build your wealth and pursue your investment objectives with a more robust platform. Their innovative technology allows me to run an efficient and compliant office. I also have access to custom technology programs that allow me to place trades for you more easily, view all your financial holdings in a one-stop portal, and the ability to keep in constant contact with you through timely market insights and commentary, newsletters and articles. While a broker-dealer helps supervise and facilitate the trading that converts your cash into invested assets, those assets are actually held by a custodian. Cetera Financial Specialists works with Pershing LLC whom fulfills a legal responsibility for safeguarding your assets while also providing related administrative services on your behalf, including settlement of purchases, tax and account record keeping, monthly statements, confidentiality and data integrity protections, and more. Pershing is a subsidiary of The Bank of New York Mellon Corporation, which is the nation’s oldest continuously operating bank and one of the world’s leading providers of securities services. Like Cetera Financial Specialists, Pershing has to meet certain net capital requirements and are subject to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation and protection of investors’ assets.
City of Quincy Employees
Peacefield Financial delivered the ROTH provision! A tax free growth option for your retirement plan!
And now you have LINCOLN FINANCIAL!
Set up an appointment/call ASAP to get started... Less Fees, Non-proprietary investment lineup and LOCAL SERVICE!