Sun Group Wealth Partners - Irvine, California

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Sun Group Wealth Partners is a highly regarded financial services company located at 17500 Red Hill Ave STE 140, Irvine, CA 92614. With a phone number of 9496256800 and a website at sungroupwp.com, they specialize in financial planning, business management consulting, financial advising, and investment services. Their company is identified as both Asian-owned and women-owned.

Specialties and Services

Sun Group Wealth Partners offers a wide range of services including:

• Financial planning
• Business management consulting
• Financial advising
• Financial consulting
• Investment services
• Professional organization

Key Features and Amenities

Some key features and amenities at Sun Group Wealth Partners include online appointment scheduling, onsite services, a wheelchair accessible entrance, parking lot, and restroom. They are also known to be an LGBTQ+ friendly establishment. Appointments are recommended.

Identified as both Asian-owned and women-owned, Sun Group Wealth Partners is committed to providing personalized, professional service to their clients.

Reviews and Ratings

Sun Group Wealth Partners has received 5 reviews on Google My Business, and the average rating is 5/5. Clients praise Sun Group for their professionalism, accessibility, and personalized service. One client noted that Sun Group has been instrumental in their company's growth and stability over the past decade, providing guidance and support through both struggles and victories. Another client appreciated the team's experience, patience, and personal touch.

With a strong reputation and a dedicated team, Sun Group Wealth Partners continues to provide top-notch financial services to their clients in Irvine, CA and beyond.

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👍 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!