Sunstone Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

690 N Farmersville Blvd, Farmersville, C...

Phone Number

(908) 800-2145

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Sunstone Financial

Sunstone Financial specializes in goal-based financial advising and investments, focusing on achieving financial wellness for their clients. They offer comprehensive financial planning services tailored to individual goals such as retirement, college planning, and starting a business. Their unique five-step process emphasizes understanding clients' aspirations and managing risks to ensure progress towards their financial objectives. The firm serves a diverse clientele, providing personalized financial plans that address specific needs and challenges.Explore more
Sunstone Financial's Social MediaPopular SearchesSunstone Financial LLCSunstone Financial GroupFinancial SolutionsSunstone FinancialFinancial Solutions PlusSIC Code 62,628NAICS Code 52,523Show more

Sunstone Financial Org Chart

PhoneEmail
DG
United States flag for contact location.

Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sunstone Financial

<$5M
1-10
Private
-
2000
DG
Darius GodfreyFinancial Advisor
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
1988
FP
Flor ParisiManager, Client Care
<$5M
1-10
Private
-
-
NC
Nicholas CarrDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Sunstone Financial Tech Stack

A closer look at the technologies used by Sunstone Financial

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Frequently Asked Questions Regarding Sunstone Financial

What is Sunstone Financial's official website?
Sunstone Financial's official website is www.sunstonefinancial.com
What is Sunstone Financial's Revenue?
Sunstone Financial's revenue is <$5 Million
What is Sunstone Financial's SIC code?
Sunstone Financial's SIC: 62,628
What is Sunstone Financial's NAICS code?
Sunstone Financial's NAICS: 52,523
How many employees does Sunstone Financial have?
Sunstone Financial has 1-10 employees
What industry does Sunstone Financial belong to?
Sunstone Financial is in the industry of: Finance, Securities Trading
What is Sunstone Financial competition?
Sunstone Financial top competitors include: Yeomans Consulting Group, Alliance Wealth Advisors, Beacon Financial Partners, Flagship Capital Advisors
What technology does Sunstone Financial use?
Some of the popular technologies that Sunstone Financial uses are: Sentry, Proofpoint, Google Cloud Web Serving, Google Cloud Platform
How do I contact Sunstone Financial?
Sunstone Financial contact info: Phone number: (908) 800-2145 Website: www.sunstonefinancial.com
What does Sunstone Financial do?

Sunstone Financial specializes in goal-based financial advising and investments, focusing on achieving financial wellness for their clients. They offer comprehensive financial planning services tailored to individual goals such as retirement, college planning, and starting a business. Their unique five-step process emphasizes understanding clients'... aspirations and managing risks to ensure progress towards their financial objectives. The firm serves a diverse clientele, providing personalized financial plans that address specific needs and challenges.Read More

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

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