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Welcome, we are thrilled you've stopped by...
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 30 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, LPL Financial, 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 nations largest Independent Broker/Dealer. 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, LPL 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. We are truly different... from finances to assistance with finding a plumber, electrician, handyman, etc... we are their for you!
Our Team
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 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 8 year old son, Auden. Together they enjoy weekend getaways to the Cape, Vermont and Maine along with hiking throughout New England, reading and giving back to the Quincy community.
April, 2026: peacefeild joins bay financial
On April 2nd, Peacefield Financial joined the team at Bay Financial. Combined we possess a full arsenal of professional expertise. We are experienced in the fields of accounting, finance, investments, insurance, retirement, and estate planning. Our advisors help their clients with:
- Investment Management
- Financial Planning
- Estate Planning
- Financial Planning
- Business Planning Strategies
- Insurance Planning
Whether you’re an individual, the head of a family, or a business, our team works with you to determine the a comprehensive strategy to pursue your goals. We bring the full power of our experience, knowledge, and independence to craft strategies as we strive for successful outcomes.
LPL Financial and Bay Financial Associates do not offer tax or legal services.
Joan Gallagher - Office Manager
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.