About Sterling Bridge Financial Group
Sterling Bridge Financial Group is a highly recommended financial planning team that provides a family-like atmosphere and personalized service. The team, including Anthony, Frank, Brittany, Blaise, Allison, Jimmy, and Jeff, is comprised of knowledgeable, efficient, patient, personable, honest, and strategic professionals. They prioritize their clients' best interests, recommending strategies that may result in less revenue for the company. The group covers a wide range of financial needs, including investing, estate planning, tax advantages, social security, and healthcare. With access to specialized attorneys and CPAs, clients can trust that their portfolio is being managed with their best interests in mind.
Great advisory services and counseling that listen to you, study your needs and situation, and patiently walk you through the process for the best situation in both financial planning, taxes, and so much more that impacts your life and the generation that follows.
Highly, highly recommend this financial planning group. We met Frank and Anthony in 2018 at a seminar they gave on retirement planning. They have always been available to discuss any issues or inquiries. The office has a friendly atmosphere that made us feel like family and confident that the handling of our account was always done in our best interest.
Recently my wife and I switched financial advisors to Sterling Bridge after attending their presentation. Selecting Sterling Bridge turned out to be an excellent financial decision. Anthony and Frank are true fiduciaries by recommending only strategies in our best interest even when it results in less revenue for their company. The entire staff, Anthony, Frank, Brittany, Blaise, Allison, and Jimmy are positive, competent, professional, thorough, knowledgeable and friendly. The group covers all of our financial needs including investing, estate planning, tax advantages, social security, and health care among other areas. We have access to a specialized attorney and CPA...read full review