Broker Check

Putting You on the Road to Success...

Through Frank Douglass and Andrew Sullivan's affiliation with Avantax, our advisors at Douglass Financial can offer a broad range of financial products and services.  Our solutions are all "needs based" and selected specifically for each individual client.

Our financial professionals partner with a host of investment strategists and mutual fund and insurance companies in the financial industry.  To learn how we can help, please contact us today.

Below is a sample of the services offered by our financial advisors:


  • Advisory Services and Managed Solutions
  • Brokerage Services
  • Alternative Investments
  • Individual Stocks and Bonds
  • Mutual Funds
  • Exchange-Traded Funds
  • Fixed and Variable Annuities
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Educational IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • 529 and College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans


  • Life Insurance
  • Long-Term-Care Insurance
  • Disability Income Insurance