At The Sterling Insurance & Financial Group, our mission is to help you crystallize your vision and develop a wealth management plan to help you pursue your dreams and goals. Through the Collaborative Wealth Management process, we bring a unique combination of financial expertise, planning experience and the ability to listen –really listen — and focus on your dreams.
When you become a client, we’ll give you our all. Whether you need help managing your money for the greatest good now or would like our assistance unearthing your vision of the legacy you want to create – we’ll stand by you, providing the insights and expertise you need to strive for your heart’s core desires.
Categories: Disability Insurance, Financial Planning, Insurance, Insurance Services, IRA Rollovers, IRA SEPT & ROTH, Life Insurance, Long Term Care, Medicare, Medicare Planning
Contact Person: Patty Contreras
