Sunburst Financial

Finance · Alabama, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

600 Vestavia Pkwy Ste 100, Vestavia Hill...

Phone Number

(205) 823-4949

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Sunburst Financial

Sunburst Financial specializes in financial planning, retirement solutions, and investment management. They focus on narrative planning, emphasizing the importance of client storytelling to create personalized financial strategies. Their services are designed to help clients articulate their financial goals and align their investments with their life aspirations. The company aims to serve individuals seeking to understand and enhance their financial choices.Explore more
Sunburst Financial's Social MediaPopular SearchesSunburst FinancialSunburst Financial Group LLCSunburst Financial CorpSunburst Investments IncSunburst Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Sunburst Financial Org Chart

PhoneEmail
MM
United States flag for contact location.

Partner, Chief Investment Officer

PhoneEmail
BR
United States flag for contact location.

Partner, Chief Compliance Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
TL
United States flag for contact location.

Director, Investor Relations

PhoneEmail
BS
United States flag for contact location.

Director of Insurance

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Sunburst Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Sunburst Financial

Compare insights from companies similar to Sunburst Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sunburst Financial

<$5M
1-10
Private
-
2006
MM
Matthew MorrisPartner, Chief Investment Officer
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$5.7M
11-50
Private
-
1988
Anthony Lopes, Chief Operating Officer at Ohanesian / Lecours
Anthony LopesChief Operating Officer
<$5M
11-50
Private
-
2000
MP
Misty PittmanOwner and Financial Advisor
<$5M
1-10
Private
-
2009
RW
Robert WasselManaging Partner and Chief Investment Officer
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
<$5M
1-10
Private
-
-
HR
Holli RadakovichManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sunburst Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sunburst Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sunburst Financial.

Sunburst Financial Tech Stack

A closer look at the technologies used by Sunburst Financial

Top Finance Companies

Frequently Asked Questions Regarding Sunburst Financial

What is Sunburst Financial's official website?
Sunburst Financial's official website is www.sunburstfinancial.com
What is Sunburst Financial's Revenue?
Sunburst Financial's revenue is <$5 Million
What is Sunburst Financial's SIC code?
Sunburst Financial's SIC: 62,628
What is Sunburst Financial's NAICS code?
Sunburst Financial's NAICS: 52,523
How many employees does Sunburst Financial have?
Sunburst Financial has 1-10 employees
What industry does Sunburst Financial belong to?
Sunburst Financial is in the industry of: Finance, Securities Trading
What is Sunburst Financial competition?
Sunburst Financial top competitors include: Sterling Total Wealth Solutions, Riveredge Financial Services, Trinity Wealth Management, Ohanesian / Lecours
What technology does Sunburst Financial use?
Some of the popular technologies that Sunburst Financial uses are: Squarespace Online Stores, Smarsh, Adobe Typekit, Microsoft 365
How do I contact Sunburst Financial?
Sunburst Financial contact info: Phone number: (205) 823-4949 Website: www.sunburstfinancial.com
What does Sunburst Financial do?

Sunburst Financial specializes in financial planning, retirement solutions, and investment management. They focus on narrative planning, emphasizing the importance of client storytelling to create personalized financial strategies. Their services are designed to help clients articulate their financial goals and align their investments with their li... fe aspirations. The company aims to serve individuals seeking to understand and enhance their financial choices.Read More

What are Sunburst Financial social media links?
Sunburst Financial Linkedin page Sunburst Financial Twitter page Sunburst Financial Facebook page
Is Sunburst Financial a public company?
Sunburst Financial is private company therefore does not currently have an official ticker symbol
See more information about Sunburst Financial

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.