Your Trusted Financial Partner
Financial Planning Simplified
Are you thinking about saving for retirement or looking for a new financial advisor? Welcome to Sunrise Financial Group in St. Louis, Missouri. Our world-class advisors are a caring team singularly focused on you, your financial needs, and your best interests. We take the worry out of financial planning so you can truly look forward to tomorrow.
Achieve Your Financial Dreams
Our goal is to give you the best experience and instill trust with every interaction, prove our worth, and set you up to achieve your dreams. Our team’s proven history, exceptional training and education, and kind nature makes Sunrise Financial Group not only a pleasant, comfortable environment for you, our valued client, but also for our advisors.
Our History
Before Jordan Lindsey started Sunrise Financial Group, he had a flourishing history in marketing and finance. He successfully ran investment offices for two different Fortune 500 companies, taking those underperforming offices to top-earning levels in unprecedented time.
After a little more than a decade, Jordan realized he wanted to work independently within his community and give his clients customized investment options that would better fit their needs. That’s why Sunrise Financial offers many high-quality, specialty products and in-depth financial planning that are easily tailored to your goals, rather than a “boxed” program that may not fit.
“After years of running offices for fortune 500 companies, I wanted to create a company that cares more about its clients and advisors than its bottom line.” Jordan Lindsey
Why Sunrise Financial?
We are passionate about making sure our team knows their clients well so they can provide the best financial services for a lifetime of security and confidence. The only way we can accomplish this is to learn about you and what you want your future to look like.
- A financial team who genuinely cares and listens – with us, you do the talking.
- Your personal advisor will walk your financial journey with you, keep you informed, and be there to answer questions along the way.
- Access to the top investment and insurance products in the industry so we can provide what suits your goals today and change them as needed.
- Customized financial planning based on your goals, not ours.
- We can help you save for college, grow your wealth, protect your family and finances, and help you retire early.
- Ongoing advisor product and legal training and personal development to stay informed, grow, and keep you abreast of any changes so that your portfolio performs at its highest capability.
- You’re not just a number to us – we work for you and your future first, not ours.
- We are a part of your community and will be accessible whenever you need us.
Free Initial Consultation
Whether you’re new to investing, looking for a retirement plan, considering partnering with a different financial advisor, or living in retirement and need some advice, we are here for you. We want to be your trusted financial partner so you can look forward to tomorrow. For us, there is no greater reward.
Contact us today for your no-obligation financial planning consultation and set your investment and retirement worries aside. We look forward to getting to know you.