Services

Services & Products

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  • Hourly Consultation  • Account Management

  • Investment Analysis  • Investment Strategy Design

  • Asset Allocation  • Retirement Distribution Planning

  • Education Planning  • Estate Planning

  • Charitable Donation Strategies  • Tax Planning*

  • Debt Elimination Planning  • Goal Planning

  • Pension Maximization Strategies

  • Risk Management Assessment

  • Income Protection Planning

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  • Mutual Funds  • Exchange Traded Funds

  • Separately Managed Accounts (SMA)  • Bonds

  • Common Stock  • Education IRAs / 529 Plans

  • Variable, Indexed, and Fixed Annuities  • REIT’s

  • Limited & General Partnerships  • 401(k) Plans

  • Energy Programs  • Profit-Sharing Plans

  • IRA’s – Traditional, Roth, SEP, Rollover, Simple

  • Defined Benefit Plans  • Group Benefits Plans

  • Disability Income Insurance  • Life Insurance

  • Long Term Care Insurance

  • Business Overhead Expense

  • Health Insurance / Health Savings Account

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       *Neither NEXT Financial Group, Inc., Sunstone Financial LLC nor its representatives offer tax or legal advice. Please consult your tax or legal professional before taking any action.

       Products offered:

 

Employer & Group Services

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We offer a variety of products and services for businesses and organizations of all sizes including: Financial Planning As An Employee Benefit, Retirement Plans, Group Health Insurance, Group Life Insurance,  Group Disability Insurance, and Consultation Services.

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Our services can be paid for by employers, employees (at a discounted level), or a combination of both. From specific needs to comprehensive financial plans we can design a benefits package that is customized to your needs.

CONTACT

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Sunstone Financial

222 S Mill Ave 8th floor 

Tempe AZ 85281

908-800-2145

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You have reached the website of Sunstone Financial LLC ("Sunstone Financial").  Sunstone Financial is a branch office of Next Financial Group, Inc. ("Next Financial").Securities and Investment Advisory Services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Advisory services also offered through Sunstone Financial an investment advisor registered in the state of Arizona. Sunstone Financial is not an affiliate of NEXT Financial Group, Inc. Sunstone Financial employees may be licensed/registered investment adviser representatives and/or broker-dealer representatives of Next Financial.  Sunstone Financial is also an Arizona licensed investment advisor offering limited investment advisory services, and certain Sunstone Financial employees are also investment advisor representatives of Sunstone Financial.  Additionally, certain Sunstone Financial employees are Arizona licensed and registered insurance producers who may offer and sell insurance products through a number of non-affiliated insurance carriers..  

 

Investment advisory services offered through Sunstone Financial available only to residents of Arizona (AZ) or other states where Sunstone Financial is exempt from licensure/registration.

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Insurance products offered and sold only to Arizona residents.

 

To view NEXT Financial Groups privacy policy and other important information, visit the Customers section of www.nextfinancial.com.

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Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.