Sun Group Wealth Partners - Irvine, California

Sun Group Wealth Partners, located at Address: 17500 Red Hill Ave STE 140, Irvine, CA 92614, United States, is a reputable financial services firm that specializes in financial planning, business management consulting, financial advising, financial consulting, and investment management. With a phone number of 9496256800, it is easy to get in touch with them.

This company, which identifies as Asian-owned and women-owned, offers a range of services to meet the unique needs of its clients. They are known for their online appointments, on-site services, and wheelchair-accessible facilities, making it easy for everyone to access their expertise. Sun Group Wealth Partners has received numerous positive reviews from clients, with an average rating of 5/5 on Google My Business.

One client shared that Sun Group Wealth Partners has been instrumental in the growth and stability of their foundation over the last decade. They have provided guidance every step of the way, helping the client navigate both struggles and wins as small business owners. The team at Sun Group is described as professional, accessible, experienced, patient, and providing a personal touch second to none.

What Makes Sun Group Wealth Partners Stand Out

Sun Group Wealth Partners has several key features that set it apart from other financial services firms. These include:

• A focus on personalized service: Sun Group Wealth Partners takes the time to understand each client's unique needs and goals, providing customized solutions to help them achieve financial success.
• Expertise in a range of financial services: From financial planning to investment management, Sun Group Wealth Partners has the knowledge and experience to help clients navigate even the most complex financial situations.
• Accessibility and convenience: With online appointments and wheelchair-accessible facilities, Sun Group Wealth Partners makes it easy for clients to access their expertise when and where they need it.

Recommendation

If you are looking for a financial services firm that truly cares about your success, Sun Group Wealth Partners is an excellent choice. With a focus on personalized service, a range of financial expertise, and a commitment to accessibility and convenience, they are well-positioned to help you achieve your financial goals. We highly recommend visiting their website at sungroupwp.com to learn more and schedule an appointment today.

👍 Reviews of Sun Group Wealth Partners

Jennifer Daoust

5/5

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.

Steven Kurashima

5/5

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!

Dylan Li

5/5

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!

Robyn Stevens

5/5

Sun Group always takes a proactive approach. They have the experience and certifications to help develop a solid financial strategy. They are exceptional listeners giving you their full attention. Sun Group is very accessible and they make you feel comfortable.

Thinh Nguyen

5/5

Great group of professionals that you can trust with your financial needs! Winnie and Brandon have been doing this for a long time and are extremely knowledgeable about personal finance, the markets, and tailoring a personalized financial roadmap to your goals!