Level Four Financial - Stuart (FL)

Chris Sutherland Our family came to Sunrise Wealth Advisors a few years ago because we wanted to be certain we were doing everything possible to make the most out of our (eventual) retirement. Not only did our personal advisor, Nick, walk us through everything we wanted to know, he took the time to find out about our interests and values because we told him it was important to us to invest in companies we believed in. He has taken everything weve ever talked about into account and made absolutely amazing investment decisions for us ... our portfolio has absolutely blossomed! The entire team has been welcoming and helpful to an unparalleled degree. We couldnt be more pleased with having chosen Sunrise Wealth Advisors for planning our future!

stephanie morale I need raymond james to give me as a beneficiary of my deceased mother dolores ensslen who died 3/14/2024 . my brother the executer /poa has no communication with me on all of moms a counts and well fargo banking savings and checking which was cl9sed i recieved nothing where did that money go?-dolores ensslen estate .. the trustee glenn her son does not inform me or give me my annual financial statements for years which is his job he also closes accounts and does not give me my share ..hes not doing his job and needs to be fired ..raymond james refuses to give me my needed finsncial reports the manager tonya tells me only glenn can give this to me ...well how do i get this when he wont talk or communicate for 4 years now with me ..something smells bad with both the executer and raymond james..i would have given you are 0 for allowing my brother to treat a beneficiary this way i want what is rightfully mine per dolores ensslen will..also moms house is going up for sale my sister vivian has let me know but thats the executer job and shoyld formally be in writing to communicate witg beneficiarys

Ronnie Cox Awesome company. They helped me when no one else would. Love yall

Joe Mastro I have been conducting business with Mr Gunter for over 25 years Every single time without exception it has been outstanding

Big Rev Ministries Wes from Samson Financial is extremely knowledgeable and professional. He is absolutely phenomenal.

Liam Cary Camron Varney with Central Wealth Management is extremely knowledgeable and professional. He takes the time to understand your goals and explains everything in a way that’s easy to follow. It’s clear he truly cares about helping people make the best financial decisions for their future. I highly recommend him to anyone looking for a trusted advisor.

Carl Victor Over the years, I have handled our investments, selecting investments in companies that I have dealt with, knowing that we would receive stock splits and have significant gains. Unfortunately, that was many years ago and over our 50 years of investing we built, to our needs, a portfolio which was too susceptible to market fluctuations. Some years ago, we met Matt who reorganized our portfolio to account for those variances in the market and we are exceptionally satisfied with his outstanding understanding of how our investments are affected by market performance and taxes. Surprisingly, this year we had a tax return, not much, but better than giving the Fed our money. Our personal analysis of Matt is that he is an honest person with a reassuring personality that makes us comfortable. Thanks Matt, Priscilla is also a pleasurable asset in the Edward Jones office. No, we are not related to either. Carl and Joan Victor