Sun Financial Group
Business details
- Category
- Financial Services · Financial planner
- Address
- 1590 Oakland Rd #110, San Jose, CA 95131
- Phone
- (408) 437-1888
- Website
- mysunfg.com
- County
- Santa Clara County
Hours
- Monday: 10 AM–8 PM
- Tuesday: 10 AM–8 PM
- Wednesday: 10 AM–8 PM
- Thursday: 10 AM–8 PM
- Friday: 10 AM–8 PM
- Saturday: 12 AM–4 PM
- Sunday: 12 AM–4 PM
About
San Jose and South Bay households turn to Sun Financial Group for financial planning and consulting that brings clarity to long-term money decisions. We are a financial planning and consulting firm based in San Jose, serving individuals and families across Santa Clara County and the wider South Bay.
Our work centers on helping clients build a practical plan for their goals, from everyday budgeting and saving to investment and retirement strategy. We take time to understand each client's situation and priorities so the advice we give fits real life rather than a generic template.
Clients can learn more about our services and how we work on our website.
Reach out by phone or stop by our office to start a conversation about where your finances are today and where you want them to go.
Our work centers on helping clients build a practical plan for their goals, from everyday budgeting and saving to investment and retirement strategy. We take time to understand each client's situation and priorities so the advice we give fits real life rather than a generic template.
Clients can learn more about our services and how we work on our website.
Reach out by phone or stop by our office to start a conversation about where your finances are today and where you want them to go.