Reviews for Sunrise Financial

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Aug 2024
Sunrise Financial is a locally owned, independent firm in South Seattle that specializes in retirement income planning and wealth management. The team, led by Janice, provides personalized financial guidance to retirees and those nearing retirement. With a decade-long track record of trusted service, clients praise Janice's kind, generous, and authentic approach. She takes the time to listen and offers valuable suggestions, making clients feel at ease. The team is prompt in responding to questions and offers well-organized events that provide helpful insights. Clients appreciate the team's commitment to guiding them towards a successful retirement, making Sunrise Financial a reliable partner for financial planning.

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From Sunrise Financial

We are a 100% locally owned, independent financial firm located in South Seattle that can help guide you through both the Wall Street and insurance world. We specialize in retirement income planning and wealth management, providing financial guidance and serving retirees as well as those nearing retirement.