Sun Group Wealth Partners - Irvine, California

Overview of Sun Group Wealth Partners

Sun Group Wealth Partners, located at 17500 Red Hill Ave STE 140, Irvine, CA 92614, United States, stands out as a comprehensive financial services provider. With a phone number 9496256800 and an accessible website sungroupwp.com, they offer a range of services tailored to both individuals and businesses. The company prides itself on being both Asian-owned and women-owned, reflecting a commitment to diversity and inclusion.

Services Offered

Sun Group Wealth Partners specializes in several key areas:
- Financial Planning: Assisting clients in achieving their long-term financial goals.
- Business Management Consulting: Offering strategic advice for business growth and efficiency.
- Financial Advisory: Providing expert financial guidance and advice.
- Financial Consulting: Delivering insights into optimal financial strategies.
- Investment Company: Managing investments to maximize returns.
- Professional Organizer: Helping clients maintain an organized and efficient lifestyle.

Accessibility and Services

The company offers both online and on-site services, making it convenient for clients across different preferences and needs. They boast wheelchair-accessible facilities, including a car park, entrance, and toilet, ensuring inclusivity for all visitors. Appointments are required, but highly recommended, to ensure personalized attention.

Reviews and Opinions

With 5 reviews on Google My Business, Sun Group Wealth Partners has garnered a remarkable average opinion of 5/5. Clients consistently praise the team for being professional, accessible, experienced, patient, and providing a personal touch that sets them apart. Testimonials highlight their instrumental role in guiding their clients through financial challenges and celebrating successes, especially in managing payroll during tough economic times.

Key Features and Location

- Address: Conveniently located in Irvine, CA, making it easily accessible for clients in the Southern California region.
- Contact Information: Phone numbers and a website provide easy access for potential clients to reach out.
- Inclusivity: Their welcoming attitude towards the LGBTQ+ community and commitment to accessibility make them a preferred choice for many.
- Appointment System: While appointments are necessary, the personalized service they offer ensures that clients receive undivided attention.

Recommendation for Potential Clients

For anyone seeking reliable financial guidance, investment management, or business consulting, Sun Group Wealth Partners is an excellent choice. Their track record, as evidenced by the glowing reviews, speaks volumes about their capabilities and commitment to client success. To schedule an appointment or learn more about their services, visit their website. Don't miss the opportunity to experience their personalized approach and expert advice firsthand. Whether you're a small business owner or an individual looking to plan your financial future, Sun Group Wealth Partners is equipped to help you navigate your financial landscape with confidence. Contact them today to take the first step towards financial stability and growth.

👍 Reviews of Sun Group Wealth Partners

Jennifer D.

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 K.

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 L.

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 S.

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 N.

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!