Sterling Financial Group
Financial Advising
Why pick this one
They offer free financial analysis and have been family-owned since 1992.
Best for
- comprehensive financial planning
- clients looking for tailored investment strategies
- families planning for retirement
Look elsewhere if
- individuals seeking quick, low-cost financial services
- clients focused solely on short-term gains
Specialties
- financial planning
- tax planning
- education savings
- money management
- social security planning
Certifications
- CERTIFIED FINANCIAL PLANNER™
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- family-owned and operated
- free financial analysis offered
- objective, impartial advice based on client needs
- collaborative team of experienced financial professionals
- partnership with Commonwealth Financial Network
- Years in business
- since 1992
Distilled from this business's own website.
Contact & Location
- Address
- 119 S Trade St, Matthews, NC 28105-5767
- Phone
- +17048450720
- Website
- http://www.sterlingfingroup.com
- elizabeth@sfgnc.com
Services
- financial advising
- investment strategies
- retirement planning
- insurance planning
- estate planning