Location: 884 Allbritton Blvd, Suite 205, Mount Pleasant, SC 29464
Instilling Hope FOR Your Financial FUTURE
OUR APPROACH
No matter where you are in life – just starting out, providing for a family, or planning for retirement – having a clear financial path can help give you confidence for the future.
Let’s create a strategy that can help you meet your goals and overcome your challenges.
Needs Analysis
As a Financial Professional
CHARACTERISTICS
Provide products and high-level single needs analysis
FREQUENCY
Annual review of account performance and contact for issues related to your accounts
COST
Commissions earned on product and investment sales
Money Management
As an Investment Advisory Representative
CHARACTERISTICS
Asset Allocation & Rebalancing
Innovative Risk Management
Portfolio Enhancement
Tax Planning Strategies
FREQUENCY
Quarterly or Annual reviews relevant to platform chosen and client preference
COST
Quarterly fees based on platform chosen and account size
Financial Planning
Planning Based Engagements
CHARACTERISTICS
We provide a thorough analysis spanning Net Worth, Investment Planning, and Estate Management.
FREQUENCY
Our relationship-based approach ensures meetings as needed for a clear understanding of your financial plan.
COST
Our fee-based structure includes charges for planning and potential commissions for implementations.
Get started with Hope Financial today!!!
Giving you HOPE for your future
Hope Financial does business
in the following states:
Securities: [CA, CO, FL, NC, NH, NJ, NY, PA, SC, VA]
Life Insurance: [FL, GA, NC, SC]
Annuities: [FL, GA, NC, SC]
Long-Term Care: SC
1066002-00003-00
Contact Details
Email: hope.sullivan@prudential.com
Phone: (843) 654-6170
Address: 884 Allbritton Blvd, Suite 205, Mount Pleasant, SC 29464
Quick Links
Hope Sullivan and Jenna Pagano-Bass are Financial Planners with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Hope Financial.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of your financial professional on FINRA’s BrokerCheck.