Joan L. Sullivan, Staff Accountant

Joan Sullivan is a whiz when it comes to providing excellence in bookkeeping for 4Wealth clients. More impressive is her ability to help clients who claim to know nothing about accounting to implement QuickBooks. "It's fun to see that look of accomplishment when they get a handle on their books and gain an understanding of their business finances." This master trainer became a QuickBooks Certified Advisor in 2003 and has been teaching clients how to use the software for over a decade. She proves that English majors from Beloit College can excel at PowerPoint, individual and payroll tax, accounting, and Excel.

Joan can be reached at:
jsullivan@4wealthfg.com and at 708‐695‐5839

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Peter Recchia, Founder of 4Wealth Financial Group, urges the Department of Labor to Implement the Department of Labor Fiduciary RuleAs Originally Scheduled April 10, 2017

Press Release

Burr Ridge IL, March 16, 2017. Peter Recchia, founder and president of 4Wealth Financial Group, has written to the Department of Labor, urging them to move ahead in implementing the current DOL...

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