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Business Profile

Wealth Management

Sunstone Financial Group
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

5

Average of 21 Customer Reviews

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Review Details

  • Tammy S

    Date: 12/21/2024

    Second year working with Heidi and she's simply amazing! Came to her needing insurance and knew it could cost an arm and a leg. She got me great insurance that was very very affordable.
    I have referred people to Heidi and will continue to, she made a stressful situation almost fun;)

  • Peggy T

    Date: 12/11/2024

    Heidi was a pleasure to work with. Together we found a plan that would work for me. She was easy to reach. She replied in a timely manner. She was very knowledgeable about the available plan so I could make my decision. Looking forward to working with her in the future.
    *****

  • Evan E

    Date: 11/30/2024

    Hello, I have been working with Heidi, for quite a few months and she has had tremendous patience as I explored the many different options. I highly recommend her as goes the extra 10 miles to find answers and work out solutions that are long term and sustainable. She is a true asset to any medical insurance team.

  • Teresa K

    Date: 11/26/2024

    We are so happy that we now have Heidi to help us with our Medicare Insurance needs
    Both Karl and I highly recommend Heidi for all of our Insurance needs, she is very informative and patient as well willing to help with our questions and concern
    Thank you again Heidi

  • Deb D

    Date: 11/24/2024

    My cobra insurance was ending and I wasn’t eligible for Medicare. I needed help understanding my options. Heidi was wonderful and patient with me. She explained how access health CT works and what plans I was eligible for after taking my history. If you are looking for a broker that is knowledgeable and who can make selecting a health care plan less frustrating Heidi can help you.

  • Ellen A

    Date: 11/20/2024

    I can't say enough wonderful things about Heidi!! She came to my home and was very patient with me. Heidi explained everything clearly to me and I felt like she truly cared. I highly recommend her to anyone in need of Medicare, or health insurance through Access Health.
    Thank you Heidi!!!

  • Lawrence and Sandra T

    Date: 11/09/2024

    Heidi is awesome. She came to my house and showed me the different Medicare advantage programs to chose from. She was very informative and I was able to make my decision.
    My wife has used her for years and she referred Heidi to me. My wife also feels she is awesome. Very informative and patient as well willing to help with our questions and concern. She is an asset to Sunstone Financial Group. Very satisfied with her service .
    ******** *** ****** *

  • MaryEllen C

    Date: 10/22/2024

    Heidi was wonderful to work with . She was clearly explained the different health plans I was looking into. I was able to make an informed choice with no confusion. I recommend Heidi if you are going on Medicare and looking for a plan that meets your needs. Heidi is personable, easy to work with and follows through with getting information back to you. Great experience!

  • Lloyd B

    Date: 09/23/2024

    Heidi L******* Thank you very much for all the help you gave me with getting me Medicare I really appreciate what you did for me thanks again. Lloyd Bishel

  • Nancy T

    Date: 08/26/2024

    Natasha and Nicole at Sunstone Financial Group deserve a five star rating. They are attentive, responsive and thoughtful and never bring us high fee "opportunities". We recommend them highly.

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