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Sun Wealth Advisor

Empowering your financial future with expert guidance.

5(2 reviews)
financial-advising
$$$
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About

Sun Wealth Advisor, located in San Jose, CA, specializes in providing tailored financial consulting services. With a focus on investments, healthcare planning, and family financial strategies, Delbar ensures clients feel informed and supported in achieving their financial goals. Highly rated with a perfect 5/5 stars, Sun Wealth Advisor is committed to helping families navigate their financial journeys for a secure and prosperous future.

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Location

5446 Thornwood Dr Suite 101, San Jose, CA 95123, USA

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Services

Investment Planning

Personalized investment strategies to grow your wealth and secure your financial future.

Retirement Planning

Comprehensive 401k and retirement fund management tailored to your long-term goals.

Life Insurance Solutions

Expert guidance on life insurance policies to protect your family and assets.

College Fund Planning

Customized savings plans for children's education to ensure future opportunities.

Healthcare Financial Planning

Integrated advice on healthcare investments and expenses for holistic financial health.

Family Financial Plans

End-to-end financial planning covering all aspects from daily needs to legacy building.

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