Sarah Sun

Certified Financial Planner at Fortis Lux Financial - New York, NY, US

Sarah Sun's Colleagues at Fortis Lux Financial
Sarah Sun

Senior Financial Planner

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Katrina Spinato

Financial Services Representative

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Thomas Picone

Build, Preserve, & Transfer Wealth - Insurance & Investment Planning

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Sarah Sun's Contact Details
HQ
212-578-0300
Location
Boston, Massachusetts
Company
Fortis Lux Financial
Sarah Sun's Company Details
Fortis Lux Financial logo, Fortis Lux Financial contact details

Fortis Lux Financial

New York, NY, US • 100 - 249 Employees
Financial Services

Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. It's through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere.In doing so, we pride ourselves on offering a personalized experience for each and every client we're so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals.We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.

Estate Planning Wealth Accumulation Investments Protection Strategies Financial Planning
Details about Fortis Lux Financial
Frequently Asked Questions about Sarah Sun
Sarah Sun currently works for Fortis Lux Financial.
Sarah Sun's role at Fortis Lux Financial is Certified Financial Planner.
Sarah Sun's email address is ***@fortislux.com. To view Sarah Sun's full email address, please signup to ConnectPlex.
Sarah Sun works in the Financial Services industry.
Sarah Sun's colleagues at Fortis Lux Financial are Sarah Sun, Katrina Spinato, Colleen Cunningham-Davis, Jordan Helfgott, Victoria Ward, Herve Thenor-Louis, Thomas Picone and others.
Sarah Sun's phone number is 212-578-0300
See more information about Sarah Sun