Causeway Strategic Financial Advisors

Causeway Strategic Financial Advisors Jerry can help you manage the certainty of uncertainty. Jerry will assist you in reviewing your retirement planning horizon.

He'll look at strategies, tactics and show you tools to help you to pursue your goals. Jerome Sullivan (CA Insurance Lic. #0668720) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
10/08/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Considering a vacation home? 5 questions to determine if you’re ready.
10/05/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Even low inflation rates can pose a threat to investmentreturns.
10/04/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

10/01/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Medicare is a strong foundation, but it’s not a complete plan. Health care costs can take a big bite out of retirement s...
09/28/2026

Medicare is a strong foundation, but it’s not a complete plan. Health care costs can take a big bite out of retirement savings. See how working with a financial advisor can help you build a smarter, more resilient health care strategy:

Learn what Medicare does and doesn’t cover and find out how to plan for out-of-pocket costs.

Concerned about the social impact of your investments?
09/27/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
09/24/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

The key to healthcare in retirement might be a patchwork of different choices.
09/21/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.
09/20/2026

You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

The sooner you begin investing, the longer your money can work for you.
09/17/2026

The sooner you begin investing, the longer your money can work for you.

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Address

3007 Douglas Boulevard , Ste. 150
Vacaville, CA
95661

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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