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Imus Wilkinson Investment Management LLC

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3561 East Sunrise, Suite 117, Tucson, AZ 85718
Phone: 520 -777-1911
Toll Free: 877-813-4985
Fax Number: 520-529-4031

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Planning Makes a Difference

Matthew Sullivan

Matthew Sullivan, CFP®

After a 25 year career at major financial service firms going back to E.F. Hutton and Company, Matt joined Imus Wilkinson Investment Management in August of 2013. He has held various positions in the industry including Financial Advisor, Compliance Officer and Branch Manager. He is a Certified Financial Planner® since June 1999. Focusing on Retirement Planning for individuals aa well as Retirement Plans for small businesses, his approach encompasses complete financial planning.

Matt has made Tucson his home since June 2000. He is originally from New York, NY.

5 reasons why you should work with a financial professional to create a retirement plan:

  1. Focus goals in retirement and how you will pay for them.
  2. Address your concerns and expectations for retirement.
  3. Identify things that could pose a threat to your retirement and manage them.
  4. Feel more educated, confident and in control of your financial future.
  5. To help you navigate the complexity of financially moving into retirement.

Call or email today to get started. (520) 577-1911 or matt@imuswilkinson.com

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