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Business Profile

Wealth Management

Sunstone Financial Group

Reviews

Customer Review Ratings

5/5 stars

Average of 21 Customer Reviews

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Review Details

  • Review fromDREUX L.

    Date: 11/13/2023

    5 stars

    DREUX L.

    Date: 11/13/2023

    Heidi was extremely helpful to my Wife and my self understand the choices we had pertaining to our insurance coverage effective on January 1 2024.
    She took the time to explain our decision relative to the best plan we were eligible for considering our current state of health including the medication we were currently on.
    She paid a visit to our home located at * ****** *** ******* ** ******* *********** on Saturday the 11th of November 2023.
    We were also invited to a Seminar being held in **** ******** ** next Saturday, I believe it is.
    My wife and I give her a 10 out of 10 regarding her knowledge of all things relevant to our health insurance needs at this time.

    Sunstone Financial Group

    Date: 01/17/2024

    We are truly grateful for your kind words and feedback. Heidi is dedicated to providing the best service possible, and we're delighted to hear that her guidance and expertise were valuable to you!

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