It is our pleasure to introduce you to Sunrock Financial Group and to our financial planning, investment services, and wealth management. As an investor, it all comes down to this: Who do you trust to give you financial advice you can count on for your personal circumstances. Do you trust reporters and journalists that are telling you what happened yesterday? Do you trust stock brokers or insurance brokers that make their money when you buy their stocks or products? At Sunrock Financial Group we believe investment advice today needs to be unbiased and independent. An advisor should have access to full range of financial products, not just stocks and bonds, but insurance and FDIC insured CD products as well.
Sunrock Financial Group is independently owned and operated. Our independence allows us to offer you an unbiased objective approach to serving your financial and investment needs. Because we are an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. We offer you timely, unbiased investment advice, and promise to do so with the highest level of integrity and service.
At Sunrock Financial Group our mission is to help our client reach their financial goals and to provide the best financial and investment advice in the business. We are dedicated to preparing our clients for all possible market environments, not just those that are favorable. Like others, we are careful investment analyst and we employ broad asset class allocation in an effort to maximize growth. Like others, we employ industry sector and style diversification in an effort to mitigate risk. But, unlike others, we also create and nurture significant, recurring, and growing portfolio income streams; income streams that continue to deliver positive returns and financial security during periods when the financial markets experience down turns and the financial future is uncertain.
The Team at Sunrock Financial Group