Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC logo

Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC

Financial advisor · Rolling Meadows, IL · reviewed since 2024

How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 69%99+68.5Reliability 31%98+30.2Experts Score= 99Not enough data for value, replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE
AGradeLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#17 of 51 retirement planningPosition by Experts Score among all companies we track in this category. · better than 68%
5.0 ★★★★★ 44 Google reviews · 3 photos
100%five-star reviews
5.00★last 12 monthsAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
0%reviews answered by the owner
Oct 2026latest review

Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC at a glance

Google reviewers rate this financial advisor five out of five stars based on forty-four reviews, with the owner not responding to any comments. Clients describe services including retirement planning, wealth management, and portfolio guidance, highlighting clear communication of complex topics, personalized strategies, and patient explanations. Recurring themes emphasize punctuality, quick responsiveness to inquiries, and flexible scheduling outside standard business hours, while no common criticisms appear in the provided excerpts.

  • Google rating: 5.0 out of 5 from 44 reviews (100% five-star).
  • Reviews on this page: 44 Google reviews (35 with written comments).
  • Owner responses: the business replied to 0% of reviews.
  • Most recent review: October 16, 2026.
  • Service: Retirement Planner serving Rolling Meadows, Illinois.

Data from Google, last updated October 31, 2026.

Score profile vs other retirement planning

Score per factor (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and satisfaction; weakest: reliability.

Satisfaction99Reliability98Craft & service–Value–Momentum100Replies to reviews–Satisfaction: 99 (median 97)Reliability: 98 (median 97)Momentum: 100 (median 100)
This companyRetirement Planning median0 = centre, 100 = best
SatisfactionSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC: 99/100 on this factor. Category median: 97.A
99
ReliabilityReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC: 98/100 on this factor. Category median: 97.A
98
Craft & serviceCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
–
ValueValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 100.–
–
MomentumMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 55.–
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Bar = this company · dark tick = category median.

Star ratings

44 Google reviews we collected

  • 5 stars44100%
  • 4 stars00%
  • 3 stars00%
  • 2 stars00%
  • 1 star00%

Praise vs complaints

Phrases our text analysis found in 35 written reviews

  • Praise7499%
  • Complaints11%

Topic share

How often each topic comes up in the written reviews

  • Staff & attitude2128%
  • Would recommend1621%
  • Communication1419%
  • Honesty & trust1013%
  • Quality & results79%
  • Speed & response79%

What customers talk about

We read 35 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.

  • “Tom Sunny was incredibly helpful with my retirement benefit plans!”
  • “I highly recommend him to anyone looking for expert guidance on their retirement benefits.”
  • “He is highly knowledgeable, professional, and took the time to explain everything clearly.”
  • “He is a genuine, trustworthy person who consistently follows through on his commitments.”
  • “Tom has always been extremely thorough in helping me understand my financial options and has become my go-to resource for any financial advice.”
  • “Whenever we call or have questions, he gets back to us quickly.”

praise complaint · found by our text analysis, Google review wording unchanged.

Recent reviews

Lishi5 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Tom Sunny was incredibly helpful with my retirement benefit plans! He is highly knowledgeable, professional, and took the time to explain everything clearly. He made a complex process feel straightforward and stress-free. I highly recommend him to anyone looking for expert guidance on their retirement benefits.

John6 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★

Tom has always been extremely thorough in helping me understand my financial options and has become my go-to resource for any financial advice. Beyond his expertise, what sets him apart is his character. He is a genuine, trustworthy person who consistently follows through on his commitments. I highly recommend him…

SibyLocal Guide · 26 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★

Working with Tom has been an excellent experience. He provides insightful financial advice, explains complex options clearly, and always presents helpful alternatives tailored to my specific goals. I highly recommend his services.

harith4 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · Edited 4 months ago★★★★★

Tom got clear clarity about what he is talking about, and also great in communicating things with the client.

Dalal4 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★

I have worked with Tom for the past 6 years and I have nothing but good things to say. He has guided me in the right path to secure my financial future and feel more at ease. Highly recommend

Anilal5 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★

Always gives clear, confident advice that truly supports my goals. Professional, patient, and easy to work with. A top‑tier advisor I fully trust

Photos

Customer reviews

5.0 ★★★★★ 44 reviews on Google · rating breakdown

Reviews from Google, shown as published (original wording, unedited).

Filter by topic — each topic is highlighted in the reviews in the same color
Lishi Paul5 reviewsTotal number of Google reviews Lishi has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Tom Sunny was incredibly helpful with my retirement benefit plans! He is highly knowledgeable, professional, and took the time to explain everything clearly. He made a complex process feel straightforward and stress-free. I highly recommend him to anyone looking for expert guidance on their retirement benefits.

John Santucci6 reviewsTotal number of Google reviews John has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Tom has always been extremely thorough in helping me understand my financial options and has become my go-to resource for any financial advice. Beyond his expertise, what sets him apart is his character. He is a genuine, trustworthy person who consistently follows through on his commitments. I highly recommend him to anyone looking for a knowledgeable and dependable financial advisor.

Siby ThomasLocal Guide · 26 reviewsTotal number of Google reviews Siby has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Working with Tom has been an excellent experience. He provides insightful financial advice, explains complex options clearly, and always presents helpful alternatives tailored to my specific goals. I highly recommend his services.

harith james4 reviewsTotal number of Google reviews harith has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Tom got clear clarity about what he is talking about, and also great in communicating things with the client.

Hiro Mansukhani3 reviewsTotal number of Google reviews Hiro has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Very good, very !

Dalal Hermez4 reviewsTotal number of Google reviews Dalal has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I have worked with Tom for the past 6 years and I have nothing but good things to say. He has guided me in the right path to secure my financial future and feel more at ease. Highly recommend

Anilal Sreenivasan5 reviewsTotal number of Google reviews Anilal has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Always gives clear, confident advice that truly supports my goals. Professional, patient, and easy to work with. A top‑tier advisor I fully trust

Ajimol Lukose12 reviewsTotal number of Google reviews Ajimol has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Tom is great to work with. He is responsible, flexible, and easy to communicate with. He always explains things in simple language so everything is clear and easy to understand. Whenever we call or have questions, he gets back to us quickly. We appreciate his professionalism and reliability, and we highly recommend working with him.

Viru Chakilam4 reviewsTotal number of Google reviews Viru has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I had a great experience working with Tom from Sunny financial strategies. He explained everything in a very simple and clear way, which made it easy for me to understand my finances. Tom took the time to listen to my goals and helped me create a plan that fits my needs. I never felt rushed, and he was always patient with my questions. I feel much more confident about my future now. I highly recommend his services to anyone looking for honest and helpful financial advice.

anoop mathewLocal Guide · 9 reviewsTotal number of Google reviews anoop has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Working with Tom Sunny has been a truly positive experience. He is professional, patient, and extremely knowledgeable in financial planning and wealth management. He took the time to explain everything clearly and helped me make informed decisions that fit my goals. What really stood out to me was how attentive and responsive he is—he genuinely cares and goes above and beyond to support his clients. Thanks to Tom, I feel much more confident and organized when it comes to my finances. I highly recommend Tom Sunny to anyone looking for a reliable and trustworthy financial advisor!

Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC on Google Maps →

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