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Reviews for Sterling Bridge Financial Group

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  • April 2026

    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!

  • March 2025

    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.

  • November 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.

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    Sterling Bridge Financial Group

    4174 Woodlands Pkwy, Palm Harbor

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