Sunburst Financial

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

600 Vestavia Pkwy Ste 100, Vestavia, Ala...

Phone Number

(205) 823-4949

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

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 build a financial plan that reflects their values and future desires.Explore more
Sunburst Financial's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Sunburst Financial Org Chart

PhoneEmail
MM
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Partner, Chief Investment Officer

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BR
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Partner, Chief Compliance Officer

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JF
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Managing Director, Investments

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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
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
$5.7M
11-50
Private
-
1988
JC
Jeffery CohanVice President, Investments
<$5M
1-10
Private
-
2009
Casey O'Leary, President at Trinity Wealth Management
Casey O'LearyPresident
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Sunburst Financial Tech Stack

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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, Lending & Brokerage
What is Sunburst Financial competition?
Sunburst Financial top competitors include: Sterling Total Wealth Solutions, 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 build a financial plan that reflects their values and future desires.Read More

What are Sunburst Financial social media links?
Sunburst Financial Linkedin page Sunburst Financial Twitter 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

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