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Sun Group Wealth Partners

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Irvine, United States

sungroupwp.com
Financial planner· Business management consultant· Investment company· Financial Services· Financial consultant· Professional organizer

Sun Group Wealth Partners Reviews | Rating 5 out of 5 stars (5 reviews)

Sun Group Wealth Partners is located in Irvine, United States on 17500 Red Hill Ave Suite 140. Sun Group Wealth Partners is rated 5 out of 5 in the category financial planner in United States. Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking. With more than 25 years of combined experience, the knowledgeable team at Sun Group is passionate about pursuing excellence and developing long-lasting relationships with clients based on integrity, objectivity and trust. We specialize in serving the unique financial needs of small business owners, celebrities, executives and established families. By offering a wide range of services, including investment management, wealth management, retirement planning, business succession strategies, estate planning and charitable giving strategies, we instill confidence that our clients’ complete financial picture will align with their goals and aspirations for the future. Securities offered through LPL Financial, Member SIPC-www.sipc.org.

Address

17500 Red Hill Ave Suite 140

Phone

+1 9496256800

Company size

11-50 employees

Headquarters

Irvine, CA

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Jennifer Daoust

Sun Group Wealth Partners has been instrumental in the growth and stability of our foundation over the last decade. We have been through many struggles as small business owners, but also enjoyed some wins. Sun Group provided guidance every step of the way. The team at Sun Group is professional, accessible, experienced, patient, and provides a personal touch second to none. Because of Sun Group, we have been able to plan accordingly and continue to keep up with our payroll during these trying times.

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Justin Simon

Overall, a very positive experience. One of the things I most appreciated in speaking with Winnie and the Sun Group team about my finances was the clear, easy to understand way that they laid out my financial picture. All of their suggestions were followed by explanations as to why I would want to do certain things (retirement, 529s for college education) and they never made me feel silly for asking a ton of questions. They did a really nice job of creating a long term plan that would do well when the markets were up and would minimize potential damage when the markets invariably go down. I felt like they had my best interests at heart and really cared about my financial future.

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Steven Kurashima

I have known and worked with Winnie Sun for over 30 years. She and her firm has been our go to investment and financial advisor for myself and many of our clients. Her firm has grown over time and the team that she has assembled all reflect her knowledge and professionalism. Compassion is something sorely missing in this industry but it appears to have coalesced at Sun Group. They are still the \go to\ firm for us!

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Dylan Li

I have been blessed to find Winnie and Brandon as my first financial advisors. They were down to earth, patient, and kind when I decided to start investing as a college student. I love how the Sun Group works on full transparency. I never feel mislead or pressured into any decisions. Thanks to their advice, all my finances are in amazing shape! Couldn’t have done it without you guys. Thanks for the last 8 years of advice!

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David Walker

I’ve had the pleasure of working with Winnie and Brandon at Sun Group Wealth Partners for over 10 years. Having worked with hundreds of financial advisors I can say they act with professionalism and integrity and are above and beyond with regards to quality of service. I highly recommend them for anyone with questions about their financial futures as they are extremely capable and kind.

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