Sunrise Wealth Advisors

Reviews 6
407-237-0116
28.4759721 -81.4758968
www.SunriseWealthAdvisors.com
HOURS: Normal Business Hours and Extended Hours Available Upon Request
PAYMENT: Mastercard, Personal Checks, Visa

About Sunrise Wealth Advisors

Sunrise Wealth Advisors' areas of knowledge and experience span over many services, such as: Retirement Planning, Estate and Tax Strategies, 401(k) Rollovers, IRA Rollovers, Education Funding, Family Protection, Employee Benefits, Investment Planning, Wealth Management, Financial Planning and more. David Strunc and Nicholas Russel are licensed with Series7, Series 66 and State Insurance Licenses.

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Reviews about Sunrise Wealth Advisors

Anonymous

Thanks Nick!

Nicholas Russell has done a great job for us with his strategies and advice for our investments. Our portfolio has faired very well considering the state of our economic times. Thanks Nick! -Lisa and

By
Anonymous

This financial advisor is doesn't try to sell but rather tries to help!

Finally Independent Advice without feeling like I'm trying to be sold!
Met with David Strunc, the founding partner of Sunrise Wealth Advisors and at the first meeting was told to put my checkbook away and not move over any accounts without first thinking about it to make sure I was comfortable with him and get back to him. I really appreciate the non-sales feel of simply having a conversation about what my goals and concerns were without feeling like I was being sold some company’s product. I like the fact that they are completely independent so we went over several companies products and the pros and cons and differences of each. I felt like I was talking to an old friend and not meeting with a financial advisor for the first time. I would strongly recommend David and Sunrise Wealth Advisors to anyone. A class above the rest.

By
Anonymous

Hands down the best financial advisor

Nick Russell has been my financial advisor since 2007 and is hands down the best financial advisor that I have ever worked with. Unlike some other people that I have worked with in the past, Nick has the ability to really simplify the financial planning process and put everything into layman's terms. He is a strategic planner and is always thinking ahead, and he always makes sure to put the needs of his clients first. I have and will continue to recommend Nicholas Russell and his services to anyone in need of an experienced and knowledgeable financial advisor.”

By
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Sunrise Wealth Advisors Blog

Stock Market Down Again....

Clickhereto view Nicholas Russell's financial special report. If you haven't subscribed yet, be sure to do so and you won't ever miss the special report.The Debt Ceiling Effects of the Debt Crisis    After continued negotiations within Congress, the government has decided to raise the debt ceiling and we all now have peace of mind. Or do we? This current agreement will act as a Band-Aid on our current debt issues until 2013. What effect will this have on the market, the overall econ... READ MORE Posted August 09, 2011 at 07:56 AM

What tax advantages do annuities offer?

Money in annuities grow tax-deferred, which means you will not have to file any 1099-INTfor interest earned or 1099-D for dividends earned or any capital appreciation or gains, but you will be paying ordinary income taxes on any gains when taken out.  Keep in mind that in qualified, or retirement accounts, you do not get any additional tax advantages with annuities as they already grow tax-deferred.  Make sure to speak with your advisor if you have large equity portfolios in individ... READ MORE Posted August 01, 2011 at 08:44 AM

Is investing in gold or silver a wise choice, or just a fad?

Investing in gold, silver, or any other commodity is generally not a fad but a hedge against inflation.  The thing to keep your eyes on when investing in these “safe plays” is speculation.  When the markets get spooked, people start to look for safe plays and get out of equities and with the fear of rising interest rates, bonds are equally scary.  Gold and silver as well as other precious metals are a little different from other commodities such as pork bellies, corn, etc.. in ... READ MORE Posted July 28, 2011 at 09:52 AM
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