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Sunrise Wealth Advisors

Sunrise Wealth Advisors in Orlando, FL
6052 Turkey Lake Rd #101, Orlando, FL 32819
(407) 237-0116

Contacts

Street address:
6052 Turkey Lake Rd #101

City / suburb:
Orlando

County:
Orange

State:
Florida

ZIP code:
32819

Phone:
(407) 237-0116 (Primary Phone)

Social networks:

E-mail:
dstrunc@sunrisewealthadvisors.com

GPS Longitude:
-81.4771270751953

GPS Latitude:
28.4762191772461

Business description

Sunrise was founded with the idea of breaking away from the big firms and wire-house's by not selling any proprietary products but independant advice.

David I Strunc, CRPC®, and his wife Jessica and son Chase are southwest Orlando residents. The firm's main location is located in the heart of Dr. Phillips, on the back side of Universal Studios on Turkey Lake Rd. with offices in Longwood and Beverly Hills, FL. David founded Sunrise Wealth Advisors with the idea of breaking away from the big firms and wire-house's way of dealing with clients and only selling their company's products by providing advice that is completely independent and unbiased. His clients have an understanding that they are not just another number in his practice, but a select group of individuals that he chooses to work with based on their mutual friendship and relationship. His areas of focus include personal financial planning for retirement, retirement-plan distributions, income- and wealth-preservation strategies, investments, and tax- and estate-planning strategies. David's focus and specialty deals with planning for small businesses and their owners, doctors and attorneys in private practice, DROP plan and FRS plan participants, families of acquiring wealth, and independent advice on 401k and IRA rollover options. Strunc grew up in Chicago but moved to Orlando in 2000. He graduated from the Florida State University with a BA degree in Business and Finance. David has worked as an investment advisor representative, advisor coaching and training, and now the founding partner of Sunrise Wealth Advisors, Inc. where he maintains his practice with his loya

General information

Business data
Estimated number of employees: 10 to 19
City / suburb: Orlando, FL
County: Orange
Products

investments, insurance, Tax-Planning, estate planning

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More details about this business

According to our records, this business is located at 6052 Turkey Lake Rd #101 in Orlando (in Orange County), Florida 32819, the location GPS coordinates are: 28.4762191772461 (latitude), -81.4771270751953 (longitude). Sunrise Wealth Advisors is categorized under Financial Advisory Services. The company employs approximately 10 to 19 people. You can contact the company by phone at (407) 237-0116. Open from 9:00 am until 6:00 pm (Monday - Friday), from 9:00 am until 12:00 pm (Saturday).
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Hours
Mon
9:00 am - 6:00 pm
Tue
9:00 am - 6:00 pm
Wed
9:00 am - 6:00 pm
Thu
9:00 am - 6:00 pm
Fri
9:00 am - 6:00 pm
Sat
9:00 am - 12:00 pm
Sun
Closed
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