Sterling Fox Financial Services

Financial Planners, Investing, Financial Advising

104 Osterville Dr, Holly Springs, NC 27540

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Reviews for Sterling Fox Financial Services

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  • Dec 2025

    This entire group is Thee best! A good friend referred me to Bob and let me tell you what he has done for me financially, well I just couldn’t be any more pleased. He puts so much time, thought and care into his clients investments, considering all their needs. He and the entire staff are so welcoming and personal. I always look forward to the annual portfolio reviews, mainly for the friendly personal experience and catching up, in addition to learning all the amazing stuff he has done with my finances over the past year. The office has recently remodeled and is even more welcoming and comfy! Oh also, Bob sends out monthly educational videos that are very educational...read full review

  • Jul 2025

    I have been a client of Sterling Fox Financial Services nearly all of their 25 years. And, most importantly I have known and associated with Bob Volpe for even longer. I have used his services for my family and for my small business retirement accounts over the years. He and his firm have consistently given me outstanding service with fantastic results. They communicate clearly and are always very professional and dependable. I highly recommend!

  • Nov 2020

    Brenan and Bob Volpe are exceptional. True professionals who live and breathe this financial stuff which is so often over my head. They have a way of simplifying and explaining things, and care about every aspect of a client's financial health. Theirs is truly a holistic approach and they genuinely want you to learn, grow and succeed financially.

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed

Location

104 Osterville Dr, Holly Springs

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