Mahoney & Sullivan

Check out all the services Chamber Member Mahoney & Sullivan has to offer!

“Mahoney & Sullivan Financial Group Provides comprehensive financial planning, retirement planning and investment management services to selected clients in Upstate New York, Ohio, Florida and Northern Pennsylvania.  Our clients tend to be retirees as well as busy educators, physicians, attorneys, CPAs, corporate executives and business owners.  In addition, we provide employee benefit plan consulting to small and medium size businesses within the same region.  Through strong strategic alliances with regional and national partners, we help our clients manage the complete employee benefit process from design to implementation to employee communication in a cost effective manner. Lastly, we assist our business owner clients with the challenging task of designing and implementing effective compensation, business continuation, and exit strategies for themselves and key employees.”