About Sunrise Financial
Reviews for Sunrise Financial
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 3PM
Saturday: ClosedSunday: Closed
Sunrise Financial is a locally owned, independent firm in South Seattle that specializes in retirement income planning and wealth management. The team, led by Janice, provides personalized financial guidance to retirees and those nearing retirement. With a decade-long track record of trusted service, clients praise Janice's kind, generous, and authentic approach. She takes the time to listen and offers valuable suggestions, making clients feel at ease. The team is prompt in responding to questions and offers well-organized events that provide helpful insights. Clients appreciate the team's commitment to guiding them towards a successful retirement, making Sunrise Financial a reliable partner for financial planning.
Best decision ever to become a client of Janice at Sunrise. It’s been about 10 years now and her guidance has been so very valuable. She is the most generous and kind financial person I could imagine.
I attended the dinner with a friend and so happy I did, made an appointment and the team was nothing but nice in my last minutes docs to them, I found Janice to be very authentic, compassionate, and willing to listen. I like how she gave me a great suggestion on what I needed to do first in regard to my debt before looking at retirement, but the biggest plus was how she made me feel. I look forward to working her and her team.
Janice and her group are just the best financial help you could ask for. We have been with Sunrise for years and feel they are committed in guiding us to a successful retirement. The events they offer are very well done and always helpful. Janice and her staff are prompt with responses to all our questions and a joy to meet with.