Sunstone Financial Group

Sunstone Financial Group Fiduciary Advisors specializing in Holistic Retirement Planning

A HUGE THANK YOU to everyone who joined us last week at the Berlin-Peck Memorial Library for our retirement planning wor...
08/28/2024

A HUGE THANK YOU to everyone who joined us last week at the Berlin-Peck Memorial Library for our retirement planning workshop! 🙌 Your energy, questions, and engagement made the event truly special. 💬💡 We loved seeing everyone so eager to take control of their financial future and build a secure retirement plan. 💼📈

A special shout-out to Kensington Pizza 🍕 for providing the delicious refreshments that kept us all fueled and focused. Your support made the evening even more enjoyable! 😋🍽️

And, of course, we couldn't have done it without the fantastic team at Berlin-Peck Memorial Library. 📚👏 Your hospitality and dedication to the community are unmatched. We’re so grateful for the opportunity to share our knowledge in such a welcoming space. 🏛️❤️

Thank you again to everyone who attended, and we can’t wait to see you at our next event! 🚀🎯

We had an incredible turnout at the Retirement Planning Workshop on August 14th at the Cragin Memorial Library in Colche...
08/28/2024

We had an incredible turnout at the Retirement Planning Workshop on August 14th at the Cragin Memorial Library in Colchester! 🎉📚

The room was packed, and it was truly awesome to see so many people taking control of their financial futures. From strategies to maximize retirement income 💰 to tips on avoiding the Medicaid trap 🚫 and protecting assets 🏡, the information shared was invaluable.

A huge thank you to everyone who attended! 🙏 Your commitment to securing a financially stable and fulfilling retirement was inspiring. It’s fantastic to see our community so engaged and proactive about their financial well-being. 🌟👨‍💼👩‍💼

Missed this one? Don’t worry—more workshops are coming soon! 📅 Stay tuned, and don’t miss your chance to empower yourself for a secure retirement. 💪

We had an amazing time at the Retirement Planning Workshop on August 1st at the Portland Public Library! 🎉📚The evening w...
08/28/2024

We had an amazing time at the Retirement Planning Workshop on August 1st at the Portland Public Library! 🎉📚

The evening was filled with practical tips and eye-opening strategies to help everyone secure a bright financial future. From boosting retirement income 💰 to sidestepping the Medicaid trap 🚫 and safeguarding assets 🏠, the information shared was invaluable.

A big shoutout to everyone who attended! 🙏 Your passion for planning a secure and fulfilling retirement truly made the event a success. It was inspiring to see so many people eager to take control of their financial journey! 🌟👩‍🏫👨‍🏫

Missed out? No worries! More workshops are on the way. 🎟️ Keep an eye out for our upcoming events—you won’t want to miss the next one! Let’s keep empowering ourselves for a financially secure retirement. 💪

Wow, what an incredible evening we had at the Retirement Planning Workshop in Ellington on July 23 at the Hall Memorial ...
08/28/2024

Wow, what an incredible evening we had at the Retirement Planning Workshop in Ellington on July 23 at the Hall Memorial Library! 🎉✨

The room was buzzing with energy as attendees learned valuable strategies to secure their financial future. From maximizing retirement income 💵 to avoiding the Medicaid trap 🚫 and protecting assets 🏦, the insights shared were nothing short of transformative. 💡💼

A huge thank you to everyone who joined us! 🙌 Your enthusiasm and commitment to taking control of your financial future made the event truly special. We loved seeing so many people ready to make the most of their golden years! 🌟👵👴

If you missed it, don’t worry—we'll be hosting more events soon. 📅 Stay tuned for upcoming workshops, and let’s continue making retirement planning both empowering and exciting! 🎯

💪

08/23/2024

Happening next week!

07/18/2024

Recession-Proofing Your Retirement: It's Not IF, It's WHEN

07/08/2024

Lessons from the Lost Decade

🌟 What a fantastic event! 🌟We had an amazing time at both our Asset Preservation Workshop and Retirement Planning Worksh...
07/03/2024

🌟 What a fantastic event! 🌟

We had an amazing time at both our Asset Preservation Workshop and Retirement Planning Workshop at Cheshire Public Library! 🎉 A heartfelt thank you to everyone in the community who came out and made it such a memorable occasion. Your enthusiasm and participation were truly inspiring. 🙌

Huge thanks to the Cheshire Public Library for being such gracious hosts. Your warm welcome and excellent venue made all the difference. 📚❤️

And a big shoutout to Viron Rondo Osteria for the delicious refreshments that kept us all going! 🍕😋

Retirement planning can and should be a fun journey. Let's continue to ride this wave of positivity as we plan for our dream retirements! 🌅✨

😄💼📝

🌟 What an incredible success! 🌟Our retirement planning workshop at the Cragin Memorial Library in Colchester on June 5th...
07/03/2024

🌟 What an incredible success! 🌟

Our retirement planning workshop at the Cragin Memorial Library in Colchester on June 5th was an absolute blast! 🎉 A huge thank you to the wonderful community for the amazing turnout – your enthusiasm and participation made the event truly special. 🙌

A special shoutout to the Cragin Memorial Library for being such fantastic hosts! Your warm hospitality and beautiful venue set the perfect stage for our workshop. 📚❤️

And, of course, a big thank you to Maria's Pizza for providing delicious refreshments that kept everyone energized and happy! 🍕😋

Remember, retirement planning should be fun and exciting! Let's keep this positive momentum going as we work towards our dream retirements. 🌅✨

😄💼📝

🌟🎉 Amazing Turnout at Berlin-Peck Memorial Library! 🎉🌟What an incredible week we had! Our Asset Preservation and Retirem...
05/29/2024

🌟🎉 Amazing Turnout at Berlin-Peck Memorial Library! 🎉🌟

What an incredible week we had! Our Asset Preservation and Retirement Income Planning workshops at the Berlin-Peck Memorial Library saw an excellent turnout—standing room only! 🙌

A heartfelt thank you to Berlin-Peck Memorial Library for being such fantastic hosts, and to Kensington Pizza for the delicious catering. 🍕✨

And of course, a big thank you to the Berlin community for being such an enthusiastic and wonderful group to work with! Your engagement made it all worthwhile. 💼📈

🌟🎉🙌📚🍕✨💖

🌟🎉 Thank You, Everyone! 🎉🌟A HUGE thank you to everyone who attended our Asset Preservation Workshops on May 14th and 16t...
05/29/2024

🌟🎉 Thank You, Everyone! 🎉🌟

A HUGE thank you to everyone who attended our Asset Preservation Workshops on May 14th and 16th! 🙌 Your presence and participation made these events truly special. 🌟

A special shoutout to A Villa Louisa for being such excellent hosts! 🏡✨ Your hospitality was top-notch and contributed to the wonderful atmosphere. 🙏

We appreciate each and every one of you! Thank you for making these events a success! 🌈👏

🌟🎉🙌💼📈🏡✨🙏

🎉 A big THANK YOU to everyone who joined us at the Retirement Planning Workshop at the Wethersfield Community Center! 🎉S...
05/08/2024

🎉 A big THANK YOU to everyone who joined us at the Retirement Planning Workshop at the Wethersfield Community Center! 🎉

Special shoutout to Attorney Allison Poirier from Kahan Kerensky Capossela, LLP for sharing her invaluable legal expertise with us. Your insights were truly enlightening!

And a huge thank you to Village Pizza of Old Wethersfield for the delicious catering. 🍕 Your tasty treats made the evening even more enjoyable.

It's communities and attendees like you all that make retirement planning not just informative, but FUN! 🎊 Let's continue this journey towards a secure and fulfilling retirement together!

Address

Vernon, CT

Opening Hours

Monday 8am - 9pm
Tuesday 8am - 9pm
Wednesday 8am - 9pm
Thursday 8am - 9pm
Friday 8am - 9pm
Saturday 8am - 9pm
Sunday 8am - 9pm

Telephone

+18605120917

Website

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