Sterling Bridge Financial Group

Nov 2023

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.

Mar 2023

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

Mar 2023

Wonderful team of professionals that are knowledgeable, efficient, patient, personable, honest, and strategic. Anthony and Frank along with Brittany, Jeff and Jimmy will have your best interest in mind when investing and planning your hard-earned money. My husband and I left our last planner due to concerns we had; and after meeting with this team, we realized she invested our money based on her commissions and her interests. We highly recommend this financial planning group. They will make you feel like you are part of the family.