Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Share
Business Profile

Wealth Management

Sunstone Financial Group

Reviews

Customer Review Ratings

5/5 stars

Average of 21 Customer Reviews

Want to share your experience?

Leave a Review

Review Details

  • Review fromPaula H

    Date: 08/19/2024

    5 stars
    I placed a call to HEIDI L****** on TUESDAY AUGUST 6th looking to get HEALTH CARE COVERAGE! I was WITHOUT HEALTHCARE COVERAGE and 7 days away from having SURGERY!!
    I left a voicemail message to HEIDI regarding why I was calling and she returned my call within minutes of my leaving the message.
    HEIDI WAS AMAZING!!
    We went over all my options and we came up with a PLAN that WAS PERFECT FOR ME!!
    SHE MADE ALL THE RIGHT CALLS and CONNECTED with all the right people.
    By FRIDAY AUGUST 9th it WAS CONFIRMED that I NOW HAD HEALTH CARE COVERAGE and I could go ahead with my scheduled surgery on TUESDAY AUGUST 13th!!
    WITHOUT HEIDI and her EXPERTISE I would HAVE had to POSTPONE my SURGERY until I got HEALTH CARE COVERAGE or paid the bill out of my pocket!
    HEIDI I HAVE passed your name and number on to family and friends along with my review of your professionalism and expertise!!
    I know you will be receiving some phone calls!
    THANK YOU HEIDI FOR ALL YOU DID FOR ME!!
    ***** ** 
  • Review fromTerry B

    Date: 06/26/2024

    5 stars
    Heidi is extremely knowledgeable and helped us with all our healthcare options. She was very quick to respond to any questions or concerns we had. She is very organized. Her emails were in detail with all the pertinent information we would need going forward. I highly recommend Heidi for any of your needs.
  • Review fromSusan d

    Date: 05/14/2024

    5 stars
    My husband and I are very pleased with the service that Heidi provided.
    She made the process easy. Heidi is a pleasure to work with.
  • Review fromTerry N

    Date: 05/07/2024

    5 stars
    Heidi was excellent in helping me choose a Medicare Advantage plan. She helped make a difficult situation easy. Thanks for all you Heidi!
  • Review fromJohn

    Date: 01/16/2024

    5 stars

    John

    Date: 01/16/2024

    Service was excellent. Very helpful and personable agent went above and beyond the standard to be helpful

    Sunstone Financial Group

    Date: 01/17/2024

    We truly appreciate your kind words and the time you took to leave a review. Providing exceptional and personalized service is something we take great pride in. If there's anything more we can do for you or if you have any further questions or needs, please do not hesitate to reach out. Your satisfaction is our utmost priority, and we're here to help. Thank you for choosing us, and we look forward to continuing to provide you with the same level of outstanding service.
  • Review fromWendy L.

    Date: 12/26/2023

    5 stars

    Wendy L.

    Date: 12/26/2023

    Great experience working with Heidi will recommend her to everyone

    Sunstone Financial Group

    Date: 01/17/2024

    Thank you very much for sharing your positive experience working with Heidi! We greatly appreciate your recommendation and are delighted to hear that you had a great experience.
  • Review fromAndrea T.

    Date: 12/25/2023

    5 stars

    Andrea T.

    Date: 12/25/2023

    Excellent, knowledgeable service and saving. Very professional and friendly.
    Very pleased with the service.

    Sunstone Financial Group

    Date: 01/17/2024

    Thank you for your wonderful review. Your satisfaction is our priority, and we're here to assist you whenever you need us. Should you have any questions or require further assistance in the future, please don't hesitate to reach out.
    Thank you for choosing us, and we look forward to continuing to serve you with the same level of excellence!
  • Review fromJohn F.

    Date: 12/19/2023

    5 stars

    John F.

    Date: 12/19/2023

    Sunstone group went above and beyond for me. I would recommend them.

    Sunstone Financial Group

    Date: 01/17/2024

    Thank you so much for your kind words and for taking the time to recommend Sunstone Financial Group. We're thrilled to hear that you had such a positive experience with us and that our team went above and beyond to assist you. Your recommendation means a lot to us, and we greatly appreciate your trust in our services! If you ever need further assistance or have any questions in the future, please don't hesitate to reach out. We're here to help and look forward to continuing to serve you.
  • Review fromLotte W.

    Date: 11/29/2023

    5 stars

    Lotte W.

    Date: 11/29/2023

    Fantastic! Agent Heidi was so helpful & informative and did much research to assist in finding best options for me.

    Sunstone Financial Group

    Date: 01/17/2024

    We want to express our genuine appreciation for your heartfelt words of praise. Your kindness and positive feedback mean a great deal to us, and it motivates us to continue delivering exceptional service!
  • Review fromLaurie .

    Date: 11/20/2023

    5 stars

    Laurie .

    Date: 11/20/2023

    My agent Heidi was so helpfu I was completely clueless and she just helped me through the whole process. I wish there were so many more out there like her. She really helped my husband and I threw all the rough spots and made us understand everything that we didn’t. she is a godsend last person that we had was just awful and got me into a lot of trouble and Hiedi got us out of everything and turned me into the right direction and explained everything piece by piece numerous times. I wish there was something that we could do to really really thank her for all her help. She was tremendous and we need to get more people like her.

    Sunstone Financial Group

    Date: 01/17/2024

    Thank you for taking the time to share your experience with us. We are delighted to hear about your positive interactions with Heidi. It's our mission to provide exceptional service and guidance to our clients, and it's heartwarming to know that Heidi was able to assist you and your husband through the entire process. We're truly grateful for your kind words and your recognition of her dedication to helping clients in difficult situations!

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.