When choosing an advisor for your retirement, annuity and life insurance needs, you want someone with a deep understanding of the market, a proven track record of success, and a commitment to client satisfaction.

Experience and Expertise:

Fred Sundin, President of Sundin Insurance & Financial Group, LLC. has been assisting individuals and businesses with their financial and insurance needs since 1985. Mr. Sundin is a well known local expert on the subject of retirement planning and life insurance. He has published numerous reports in the areas of retirement accounts, pension maximization, voluntary employee benefits, business retirement plans, life insurance and long-term care insurance. Mr. Sundin graduated with a degree in Chemical Engineering from the University of Rhode Island.

Client-Centric Approach:

Fred doesn't just sell products but provides solutions that secure their client’s future and peace of mind. Fred is deeply rooted in understanding and meeting the unique needs of each of their clients. Fred's ability to listen to and work closely with clients ensures that clients receive personalized advice tailored to their specific circumstances and goals.

Why Choose Sundin Financial?

Choosing the right financial advisor means partnering with a financial professional whose primary goal is to enhance your financial security and prosperity. Fred’s proven leadership, combined with a strong commitment to ethical practices and client success, makes them a standout choice for anyone looking to invest in annuities and life insurance.

Fred and his team at Sundin Financial have developed a specialty in working with individuals and business owners in establishing and/or reviewing their retirement plans, designing voluntary employee benefit plans, providing life insurance protection for many families and protecting peoples retirement savings from market volatility and risk. His practice focuses on helping people avoid costly financial mistakes. People who consult with them find that they are able to lower the tax bill on their retirement plans, eliminate or reduce the taxes on their social security income, increase their monthly retirement income and better protect their financial future from the high cost of nursing homes. For many people, he has also provided them family protection through the use of unique life insurance products that can ensure that the death  or illness of a family member will not also bring financial hardship.  Sundin Financial alsso has extensive experience working with many clients in the area of estate planning and works with many estate planning attorneys.

With Fred and his team at Sundin Financial Group, you can be confident that you are making informed decisions that will benefit you and your loved ones for years to come.

Sundin Financial maintains offices in Florida and Rhode Island

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