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About Us
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We believe something as important as employee benefits planning or
planning for your family insurance needs should be stress free. Our goal is to make this process simple and straightforward. |
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We focus on building relationships. We have been helping our clients
with all aspects of planning for nearly 20 years. Throughout these years we have developed many close friendships. These relationships are a testimony to our approach and the amount of care we have for our clients. We hope to have the same relationship with you. Whether you are a newbee, a worker bee, big or small, come let us help you. Please feel free to contact us with any question and remember advice is always free. |
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William S. Boldizar - President of Sunrise Retirement Solutions and
Insurance Planning Services, is an independent financial advisor with over 20 years of experience. He is an award winning representative. Bill has won The National Quality Sales Award, National Sales Achievement Award, and The National Sales Persistency Award. Bill has also been a member of The Million Dollar Roundtable, one of the highest regarded industry accomplishments. |
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Mr. Boldizar is a Registered Representative of Multifinancial
Securities Corporation. Bill is registered to sell securities and investments. He and his staff has access to over 3,000 products for businesses and individuals. Mr. Boldizar and Sunrise Retirement Solutions and Insurance Planning Services maintain a network of legal and financial professionals. They range from Certified Public Accountants to Tax Attorneys. Bill believes that his clients should receive the best assistance regardless of how large or small their account may be. |
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Bill is married to Terry and they have a son Michael. As a family
they are actively involved in their church and community. When Terry is not attending to her position as office manager and bookkeeper she is an assistant room mother for her son's class. |
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Mr. Boldizar firmly believes in this industry. He believes we are our
brothers keeper. As a Financial Advisor and Insurance Agent Bill believes that he and his staff are stewards of their clients future. |
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Sunrise Retirement Solutions and
Insurance Planning Services, LLC
Copyright 2005 - 2008 All rights reserved
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Site Built & Maintained by InsuranceWebsiteServices.com
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Sunrise Retirement Solutions
& Insurance Planning Services
188 Fries Mill Road, Unit F-1
Turnersville, New Jersey 08012
Gloucester County, NJ
(856) 875-0999
Toll Free: 1-800-501-6199
Fax: (856) 875-0981
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Answer a few questions
and we will provide you with an insurance quote by phone or email. Choose the New Jersey or Pennsylvania business or personal insurance coverage you're interested in from the menu above. |
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About Us
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Your Philadelphia Area Employee Benefits Specialist
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Contact us today by email!
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William Boldizar - wboldizar@thebenefitsbee.com
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Terry Boldizar - terryboldizar@thebenefitsbee.com
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Customer Service - customerservice@thebenefitsbee.com
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