Sunmark Group is a financial services company based in Orange Park, FL, specializing in assisting seniors with their estate planning needs and finding the best value for their investments. With a focus on the senior market since 1992, Sunmark Group offers a range of investment products tailored to the unique requirements of seniors, prioritizing their needs and providing high-touch client service.
With a commitment to transparency and personalized service, Sunmark Group helps seniors understand their investment portfolios and offers a variety of investment options, including equities, fixed income securities, exchange-traded funds, and more. Additionally, Sunmark Group provides estate planning services, helping clients anticipate and arrange the management and disposal of their assets during their lifetime and after death, while also minimizing taxes and other expenses. With extensive experience in government programs for senior care, Sunmark Group aims to maximize the value of investments and government assistance to support seniors in their conservative investing positions.
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