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.
2ND REVIEW After I wrote my review the President of SB Anthony Landi called me. He listened to my goals and sent me some solid advice via email. I am very happy with the out come. This is what I was looking for. I feel the advice he gave me and the time deserves 5 stars. THANK YOU!! The office is decorated in good taste. There is an 80 inch television that welcomes you in the lobby that shows your name. This firm is not for the person that has less than 2 or 3 million available to hand over to the firm where they place it in an investment account and charge you 1%.
I was expecting the advisor to advise me with what ETF INDEX FUNDS MUTUAL FUNDS TO invested in so that...read full review
They are great to work with. They helped me stay on track with regard to retirement goals. They also helped with referral for Medicare options. I absolutely love that they give back to the community as part of their core mission. Highly recommend them!
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.