Welcome to Suncor Financial
Your trusted partner for comprehensive financial solutions in Gilbert, AZ. We specialize in investment planning, wealth management, and retirement strategies to secure your financial future.
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Expert Wealth Management
Our experienced financial advisors develop personalized strategies to grow and protect your assets. We help you navigate market complexities with confidence and clarity.
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Secure Your Retirement
Plan for the future with our comprehensive retirement solutions. We help you build a solid foundation for financial independence and peace of mind during your golden years.
Get StartedAt Suncor Financial, we are committed to helping individuals and families in Gilbert and beyond achieve their financial goals through personalized strategies and expert guidance.
- Comprehensive financial planning and investment management
- Retirement and estate planning solutions
- Risk management and insurance strategies
Our team of certified financial professionals brings decades of combined experience to help you navigate complex financial decisions. We believe in building long-term relationships based on trust, transparency, and proven results that help secure your financial future.
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Comprehensive Financial Solutions for Every Stage of Life
At Suncor Financial, we provide tailored financial strategies that evolve with your life circumstances. From early career planning to retirement distribution strategies, we're here to guide you every step of the way.
Investment Management
Professional portfolio management designed to align with your risk tolerance and financial objectives for optimal growth potential.
Retirement Planning
Strategic retirement planning to ensure you maintain your desired lifestyle throughout your retirement years with confidence.
Estate Planning
Comprehensive estate planning solutions to protect your legacy and ensure your assets are distributed according to your wishes.
Satisfied Clients
Million Assets
Years Experience
Financial Advisors
Financial Services
Comprehensive financial solutions tailored to your unique goals and circumstances
Investment Planning
Strategic investment solutions designed to help you build wealth while managing risk according to your financial objectives and timeline.
Retirement Planning
Comprehensive retirement strategies to help you accumulate, preserve, and distribute your retirement assets effectively.
Estate Planning
Protect your legacy with customized estate planning strategies that ensure your assets are distributed according to your wishes.
Risk Management
Comprehensive insurance and risk management solutions to protect your assets and provide financial security for your loved ones.
Tax Planning
Strategic tax planning approaches designed to minimize your tax liability and maximize your after-tax investment returns.
Wealth Management
Integrated wealth management services that coordinate all aspects of your financial life for comprehensive financial success.
Financial Experts
Meet our team of certified financial professionals dedicated to your success
Michael Roberts
Senior Financial AdvisorWith over 15 years of experience in wealth management, Michael specializes in retirement planning and investment strategies for high-net-worth individuals.
Sarah Johnson
Investment SpecialistSarah brings extensive expertise in portfolio management and market analysis, helping clients navigate complex investment landscapes with confidence.
David Chen
Estate Planning ExpertDavid specializes in estate planning and wealth transfer strategies, ensuring clients' legacies are protected and distributed according to their wishes.
James Wilson
Business Owner
Suncor Financial transformed our retirement planning. Their comprehensive approach and personalized strategies gave us the confidence to retire early. The team's expertise and dedication are unmatched in the financial industry.
Jennifer Martinez
Healthcare Professional
The investment guidance I received from Suncor Financial has been exceptional. They took the time to understand my goals and risk tolerance, creating a portfolio that has consistently outperformed my expectations while aligning with my values.
Maira Thompson
Retired Executive
Working with Suncor Financial for our estate planning was a game-changer. They provided clear, actionable strategies that protected our assets and ensured our legacy would be passed on exactly as we intended to future generations.
Robert Anderson
Small Business Owner
The team at Suncor Financial provided invaluable guidance for our business succession planning. Their expertise in both business and personal finance created a seamless transition plan that benefited our family and the company.
Mark Davis
Technology Executive
Suncor Financial's comprehensive approach to wealth management has been instrumental in helping us achieve our financial goals. Their proactive tax planning strategies alone have saved us significantly while growing our portfolio strategically.
Frequently Asked Questions
Get answers to common questions about our financial services and planning process
What is the minimum investment required to work with Suncor Financial?
We work with clients at various wealth levels. While we don't have a strict minimum investment requirement, our comprehensive financial planning services are typically best suited for individuals with investable assets of $100,000 or more. We offer different service tiers to accommodate various financial situations.
How do you charge for your financial services?
We believe in transparent fee structures. Most of our services are provided on a fee-based platform, which means we charge a percentage of assets under management. For specific planning projects, we may offer fixed-fee arrangements. During our initial consultation, we'll provide complete transparency about all costs and fees.
What makes Suncor Financial different from other financial advisors?
As a fiduciary, we are legally obligated to put your interests first. We provide comprehensive, integrated financial planning rather than focusing on isolated products. Our team approach means you benefit from multiple specialists, and our personalized service ensures strategies are tailored specifically to your goals, values, and risk tolerance.
How often will we meet to review my financial plan?
We typically schedule formal review meetings quarterly or semi-annually, depending on your needs and preferences. However, we're available whenever you have questions or when significant life events occur. We also provide regular performance reports and market updates to keep you informed between meetings.
Do you provide tax planning and preparation services?
While we focus primarily on tax-aware investment strategies and overall tax planning, we collaborate with your CPA for tax preparation. Our integrated approach ensures your investment decisions consider tax implications, and we work closely with your tax professional to implement strategies that minimize your overall tax burden.