Sun Wealth Advisor of LPL Financial

Sun Wealth Advisor of LPL Financial is a financial advisor in San Jose, California. It is listed at 5446 Thornwood Dr Ste 101, San Jose, CA 95123, which places it among the local businesses of San Jose that residents and visitors turn to when they need this kind of service close by. Besides its main category, the business also describes itself as investment service, so it may cover more than the name suggests.

Hiring a contractor or service provider in the United States works best with a clear brief: describe the job, ask for a written estimate, agree on timing and payment stages, and confirm who supplies materials. Licensed trades such as plumbers, electricians and HVAC technicians must hold a state or city license and carry insurance; ask for the license number and proof of coverage before substantial work. Get two or three estimates for larger jobs. For professional services such as legal, accounting or immigration work, ask about credentials, bar or CPA licenses and previous clients.

Hours have not been published for this listing yet. Most businesses of this type in San Jose keep standard business hours, but call ahead to be sure, especially on weekends and holidays. The listed phone number is (408) 963-2887. Many businesses also reply to text messages on the same number if it is a cell phone. More information is available on its website, sunwealthadvisor.com.

Google shows 5.0 out of 5 based on 2 reviews. With so few reviews the score can move quickly; it will become more reliable as more customers leave feedback.

San Jose is in California, on the West Coast, where the climate ranges from foggy coast to hot inland valleys, wildfire season can affect air quality in late summer, and traffic is the main thing to plan around. US addresses list the street number and name, then the city, state abbreviation and ZIP code, and San Jose follows the same pattern; a suite or apartment number such as Ste 200 refers to a unit inside the building. The map link on this page shows the exact spot.

Looking for alternatives? Browse all financial advisors & mortgage brokers in San Jose or explore other categories in the area from the links below. Details on this page come from public sources and may change; confirm anything important by phone before relying on it. Business owners can claim the listing to keep it up to date.