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Sunstone Financial Group
243 Hartford Turnpike, Vernon, Connecticut 06066
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About the Sunstone Financial Group
Sunstone Financial Group, located at 243 Hartford Turnpike in Vernon, Connecticut, is a finance, health, and insurance agency dedicated to providing holistic financial expertise to its clients. With a commitment to transforming dreams into tangible realities, Sunstone forges collaborative partnerships with clients to build secure and prosperous futures. As an independent, family-owned firm, Sunstone specializes in retirement income planning, long-term care planning, insurance, and legacy planning. The team at Sunstone believes in safeguarding their clients' financial well-being as if they were family members, providing unwavering dedication and care. Through a time-tested decision-making process grounded in empirical evidence, Sunstone educates and guides clients to help them achieve their financial goals. With a focus on diversification and comprehensive planning, Sunstone helps clients navigate the complexities of investment planning and retirement preparation. Additionally, Sunstone offers customized healthcare solutions tailored to individual needs, ensuring clients receive the support they deserve. At Sunstone Financial Group, the goal is to empower clients to make informed financial decisions and achieve a secure and comfortable future.
Photos of Sunstone Financial Group
243 Hartford Turnpike, Vernon, CT 06066, United States
Opening hours of Sunstone Financial Group
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 17:00
Saturday:
09:00 - 17:00
Sunday:
Closed
Reviews of Sunstone Financial Group
"I would like to share my experience working with Heidi. She has been a great help to me navigating my way through the Medicare registration process. She helped me select the best choice and is always available to answer any questions that I might have."
"Heidi was very helpful in setting up my Medicare. Enrollment, including suggestions for minimizing prescription costs Along with researching plans covering my current physicians."
"I love working with Heidi. She explains everything in simple terms for me. This is really important. She’s always on top of everything calls me right away if I have questions and need answers. I’m very grateful that Heidi has helped me with my insurance needs."
"I have worked with both Jessica and Cristian over the past few years and I have been very pleased working with them. I am so grateful for their patience and professionalism. They were very responsive and supportive throughout the whole process. I have found Sunstone to be very informative, helpful, and positive in their approach to the often complex world of insurance. I can't thank them enough."
"Heidi is absolutely amazing. She has been so helpful with helping me find new health insurance at an affordable price as a single mother... she's very kind, curious and patient. I cannot thank her enough."
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