Sun Group Wealth Partners in Irvine

Review №1

2020-12-21 05:34:34

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!

Review №2

2020-12-22 00:32:58

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.

Review №3

2020-12-23 20:39:13

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!

Review №4

2021-01-02 04:00:41

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.

Review №5

2020-12-21 02:39:15

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.

Review №6

2020-12-21 04:50:54

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!