Poland & Sullivan Investment & Wealth Strategies is a Financial Advisory Firm serving individuals and families in the State of Delaware and surrounding area for over 30 years.
We are committed to educating our clients and helping them create and meet their financial goals. We hold ourselves to the highest level of integrity and professionalism as we have the honor of working with our clients.
A graduate of the University of Delaware with a B.S. Degree in Business Administration, Andre grew up in Newark, Delaware and now resides in Hockessin, Delaware. He is married with 3 children and enjoys spending time with his family, health and physical fitness, and helping in the community.
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation.
At Poland & Sullivan we will help you create your financial roadmap that will guide you toward your desired financial goals. We simplify complex financial terms and offer honest advice while helping you navigate the various financial strategies. In all we do, our goal is to serve you and gain your trust by helping you achieve your goals. Simply put, we believe that trust equals your best interest plus creditability plus reliability.
You have Wealth Accumulation goals. Probably more than one. We can offer a multitude of strategies using various investments based upon your risk tolerance
Whether you are just getting started towards financial freedom or in the later stages of wealth accumulation, you need to be aware of various risks that can disrupt or destroy your financial plan.
As an experienced Investment Professional, we have guided many clients through the Retirement Income phase.
Want to save on your Auto and Homeowner’s Insurance?
Use leading scientific theory to objectively pinpoint the amount of risk you are willing to take with your investment portfolio.