Broker Check

History

     Formed from a prior partnership, Sun Financial Services Inc. was created to provide advice, services and products independently without being tied to any particular family of funds, insurance company or bank. For over 26 years we have forged deep personal relationships while operating with a strong sense of accountability to our clients. With a commitment to broad based continuing education and using interactive financial planning software we are able to tailor our advice to suit the needs of each client. Our fee structure is transparent and simple.