Financial Advising in Orlando

I have been a happy client of Sunrise Wealth Advisors for nearly 10 years and can't say enough good things about the firm. Everyone there is extremely knowledgable about all thing... I have been a happy client of Sunrise Wealth Advisors for nearly 10 years and can't say enough good things about the firm. Everyone there is extremely knowledgable about all things financial. They respond promptly whenever I reach out to them, and I feel that they care about me not solely as a client, but as a friend as well. Nick always explains things in a way that I can understand, and listens to my concerns and ideas. I sleep well at night knowing my finances are being well managed, and that I have a financial support team no matter what life may throw my way. They are the best! Read More

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... 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 we've 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 couldn't be more pleased with having chosen Sunrise Wealth Advisors for planning our future! Read More

I have worked with Janet for several years, and she has always look out for my best interests. Very professional and courteous.

Everyone should have an experienced financial advisor they can trust to help them develop sound investment strategies, and Nick (and the team at Sunrise Wealth Advisors) are AMAZIN... Everyone should have an experienced financial advisor they can trust to help them develop sound investment strategies, and Nick (and the team at Sunrise Wealth Advisors) are AMAZING! I have worked with Nick for over 10 years, and I can confidently say he is genuinely committed to personalized financial guidance for all his clients. He works with them to set reasonable goals and create a roadmap to achieve those goals. Nick is knowledgeable and well respected in the financial industry and I know that I’m far more successful with Nick on my team than I would be in my own. I would highly recommend Nick and the Sunrise Team! Read More

We have been working with Nick Russell of Sunrise Wealth for over ten years. It’s been a great and fruitful relationship. Nick makes financial matters easy to understand and makes... We have been working with Nick Russell of Sunrise Wealth for over ten years. It’s been a great and fruitful relationship. Nick makes financial matters easy to understand and makes you feel very comfortable asking questions. The process of getting started was very easy. I recommend Sunrise to all my friends and family. Read More

I like these guys. They're friendly and hands-on. But not too hands on. I feel very comfortable consulting with them, and just as comfortable allowing a good amount of time to pass... I like these guys. They're friendly and hands-on. But not too hands on. I feel very comfortable consulting with them, and just as comfortable allowing a good amount of time to pass between conversations. It makes them a good fit for me because I keep aware of what's going on with my investments, but I don't feel the urge to tinker with them a lot. I'd also like to mention that I tell them What I want out of my investment strategy, and where I want to be situated when I go into retirement, and that's what we work on. I've only ever felt like they've said here's a strategy you can consider as opposed to feeling like they're trying to drive me someplace they decided on. I like to be guided, not driven. Read More

I am so thankful for my financial advisor. She has always had my best interests at heart. She has for many years allowed me to live a lifestyle that I have been use too based on he... I am so thankful for my financial advisor. She has always had my best interests at heart. She has for many years allowed me to live a lifestyle that I have been use too based on her decision making by creating a financial plan and offering advice on investments, retirement. She has advised me on a regular basis making adjustments as needed. She is such a great fiduciary. She is open and listens to your needs and advises accordingly. THANKYOU Janet Burke Read More

This team continues to blow me away! Everyone in the office is ridiculously nice, friendly and helpful. I love the podcast that Becky and Nick host. I have learned so much. They pr... This team continues to blow me away! Everyone in the office is ridiculously nice, friendly and helpful. I love the podcast that Becky and Nick host. I have learned so much. They present it in a way that is easy to understand. They surface real life issues that we all face and address real life questions that we all have. They tie it all together with great solutions in saving and retirement planning. Nick often says that he likes to "help people". The entire team seems to share this same theme; it's present in their office/phone interactions, podcast and the individual 1:1 care they provide. I really didn't know much when I first started with Nick and team ...and they have really "helped me"; they changed my life! Truly. Until meeting them, there was no chance I was going to retire comfortably. Now that dream is becoming a strategic reality. Not only that, my girlfriend and daughter are on a path to retirement success as well! Every person is different and they custom build a roadmap f Read More

After Mike K retired I was not sure if I would stay or move my accounts to a closer company being 3 hours and almost 200 miles away. Well Nick Russell made my decision to stay with... After Mike K retired I was not sure if I would stay or move my accounts to a closer company being 3 hours and almost 200 miles away. Well Nick Russell made my decision to stay with Sunrise Wealth Advisors the right decision. Nick is very knowledgeable and a great person to talk to and has helped my account to grow to new heights. Read More

I have worked with Sunrise Wealth Advisors for over ten years with outstanding results. Their team of professionals is top notch and immediately responsive to any and all needs. Wh... I have worked with Sunrise Wealth Advisors for over ten years with outstanding results. Their team of professionals is top notch and immediately responsive to any and all needs. What sets them apart from other advisory firms is the true partnership we have working to achieve our financial goals. They took the time to understand our objectives and risk tolerance and placed us in a portfolio that completely meets our needs. I am happy to say that Nick Russell has become not only my financial advisor, but a true friend looking out for our financial well being. Read More