Rory Sullivan, Financial Planner, Certified College Funding Specialist

Rory Sullivan, Financial Planner, Certified College Funding Specialist Helping Parents Relieve the Anxiety of How to Pay for College & Still Retire With the Lifestyle They Tel: 610-766-3000.

I am licensed to sell insurance in: DE, FL, HI, MA, MD, NJ, NM and PA and securities in: AZ, CA, CO, DE, FL, HI, MA, MD, NJ, NM, NY, PA and VA. I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. MassMutual is a marketing name for Massachusetts Mutual Life Insura

nce Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who the...
08/27/2026

AM Best, S&P, and Moody’s ratings are key elements when determining the strength of an insurer. Let’s talk about who these organizations are and what their ratings mean for
your retirement planning.

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to gi...
08/21/2026

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to give up on the potential for growth. Does your retirement plan align with your future retirement income needs?

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particula...
08/13/2026

While Social Security is foundational, additional guaranteed income sources can improve retirement stability — particularly in volatile markets. Let’s talk about the role
retirement income has in your portfolio.

There is a growing concern about outliving savings, inflation, and market swings — driving demand for income strategies ...
07/30/2026

There is a growing concern about outliving savings, inflation, and market swings — driving demand for income strategies that offer stability and protection without sacrificing growth. Let’s talk about retirement strategies that offer the ability to use the market for growth.

Variable annuities have become more competitive and when paired with the market, they could offer growth potential. Let'...
07/24/2026

Variable annuities have become more competitive and when paired with the market, they could offer growth potential. Let's talk about how a variable annuity can support continued growth throughout retirement.

Most retirees say it’s important to protect their retirement savings. Yet many don’t remember talking about protected in...
07/23/2026

Most retirees say it’s important to protect their retirement savings. Yet many don’t remember talking about protected income options. New research shows there is a gap in these conversations. Let’s close that gap. Connect with me about how guaranteed income can help create steady income you can count on for life.

Let freedom ring! Happy Independence Day to all my fellow Americans.
07/04/2026

Let freedom ring! Happy Independence Day to all my fellow Americans.

Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retireme...
06/26/2026

Risk is an important factor with any sort of investing, but what do you do when that investment is tied to your retirement? Let’s talk it through and see how modern
retirement tools can help strike a balance between acceptable risk and responsible saving.

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!
06/21/2026

Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing ...
06/19/2026

Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing you a reflective and joyful .

Address

201 King Of Prussia Road, Suite 501, Radnor, PA 19087
Bala Cynwyd, PA
19004

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