Sunburst Financial Group

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Sunburst Financial Group — overview

Assets Under Management

Type

Wealth Manager

Location

Vestavia Hills, AL, US

Alternative Asset Classes

-

About

Sunburst Financial Group is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offers include asset management, financial planning, portfolio management services, investment management, tax & estate planning, insurance planning, retirement planning, and business planning. The services are offered to individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and other business entities.

Sunburst Financial Group - known decision makers (8)

Contact NamePositionLocationEmailTelephoneAsset Class
AdministratorVestavia Hills, USGEN
Adviser, Tax AnalystVestavia Hills, USGEN
Adviser, Tax AnalystVestavia Hills, USGEN
Director of Client PlanningVestavia Hills, USGEN
Founder and Managing PartnerVestavia Hills, USGEN

Showing 5 of 8 known decision makers Sunburst Financial Group

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