Sterling Bridge Financial Group

Reviews

• BD

  Bruce Peters, DO

  Mar 1, 2025
  5.0
  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.
• TL

  thomas Lechner

  Jun 26, 2022
  5.0
  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 to assist our decision making. I highly recommend Sterling Bridge to others looking for a professional group to manage their portfolio. Sterling Bridge earns their commission and it is well worth the cost for their services.
• JL

  Jennifer Lechner

  Jun 24, 2022
  5.0
  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.