Sunmark Group
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Sunmark Group, based in Green Cove Springs, FL, specializes in catering to seniors' investment and estate planning needs, offering a range of suitable financial products tailored for this unique demographic. With a commitment to transparency and client education, Sunmark ensures that seniors understand their portfolios and the investment strategies employed on their behalf.
Founded in 1992, Sunmark Group focuses on conservative investment approaches while assisting clients in planning for their estates and managing assets effectively, particularly in cases of incapacity. The firm's advisors are well-versed in government programs to help seniors navigate the complexities of home care and assisted living costs, striving to maximize the value of estates and minimize tax liabilities.
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