Sun Wealth Advisor - San Jose, California
Address: 5446 Thornwood Dr Suite 101, San Jose, CA 95123, United States.
Phone: 4089632887.
Website: sunwealthadvisor.com
Specialties: Financial planner, Financial advisor, Insurance broker, Investment service, Tax consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Sun Wealth Advisor
⏰ Open Hours of Sun Wealth Advisor
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–6 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
Sun Wealth Advisor is a renowned financial institution located at 5446 Thornwood Dr Suite 101, San Jose, CA 95123, United States. The company can be reached via phone at 4089632887 or through their website sunwealthadvisor.com. This company specializes in providing financial planning, financial advice, insurance brokerage, investment services, and tax consultancy.
Some additional points of interest to note about Sun Wealth Advisor include that they offer online appointment scheduling, on-site services, and have wheelchair-accessible facilities such as parking, entrance, and toilet facilities. It is recommended to book an appointment in advance or to call in advance to schedule a visit.
With a strong emphasis on customer satisfaction, Sun Wealth Advisor has garnered an impressive 5/5 average rating based on 1 review on Google My Business. Customers have praised the company for their expertise and personalized approach to financial planning and investment management.
Characteristics of Sun Wealth Advisor
- Financial planner
- Financial advisor
- Insurance broker
- Investment service
- Tax consultant
Relevant Information for Prospective Customers
- Address: 5446 Thornwood Dr Suite 101, San Jose, CA 95123, United States.
- Phone: 4089632887
- Website: sunwealthadvisor.com
- Other Points of Interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.