Sterling Bridge Financial Group

Reviews

• JL

  Judy Lara

  2 days ago
  2.0
  The stars don't really matter The office is decorated in good taste. There is an 80 inch television that welcomes you in the lobby that shows your name. This firm is not for the person that has less than 2 or 3 million available to hand over to the firm where they place it in an investment account and charge you 1%. I was expecting the advisor to advise me with what ETF INDEX FUNDS MUTUAL FUNDS TO invested in so that I could accomplish my goal. Or with the time I have left till retirement advise me where I should place my saving whether what percentages to put in stocks, bonds, ETF, ETC. It kinda feels that the seminar I attended by this firm is just fishing for clients with 2 or 3 million available to hand over. I was not asked how much I plan on saving monthly and where to allocate my funds. I was told to come back in 2 years as a brush off. I have a rental in Miami and I was not ask how much is your profit monthly and let's save that here or there. I save 3k a month, I was not ask how much I save monthly either. I was told however to beef up my saving wait until I have 60k. In the bank. Then, start investing, which does not make sense to me. Its okay that this firm wants clients that have 2 and 3mil to hand over but It was all a waste of time. I learned my lesson. Educate myself and invest on my own. The advisor I got seemed like a junior guy, a rookie. Its kinda like the guy they send in first to see how much money you have. He kept flipping the sheet I filled out back and forth looking for the money. I did not disclose everything. I wanted to get a feel for the firm, however I don't have 2 to 3 million to hand over. The appointment took 20 minutes so basically you don't have enough money for us to make a 1 percent, see ya.
• JJ

  jfgeneralpurposes

  2 days ago
  5.0
  I trust Sterlingbridge Financial Group for managing my financial present and future.
• BH

  Bridget Hartwick

  Apr 1, 2026
  5.0
  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!
• MC

  Michael Carroll

  Mar 20, 2022
  5.0
  We met Anthony and Frank in September 2021 at one of the luncheons they host for potential clients. We retired and moved full-time to Florida in 2020 and knew we needed a change from the broker we used for many years pre-retirement. After four or five meetings with other firms in this area we selected SBFG to advise us going forward. Their no-pressure approach was a welcomed surprise and we never felt they were "selling" us something. They put together a comprehensive plan that made sense after taking time to understand our needs. We have been a SBFG client for 6 months and have nothing but great things to say about Anthony, Frank and the entire SBFG team!
• JZ

  Jack Zolnierowski

  Mar 14, 2022
  5.0
  Three plus years ago, my wife and I went looking for a good Team of Financial Planners to take us to the finish line of our work life and on into retirement. We interviewed 7 people, and all were more interested in talking Wall Street Blah, Blah Blah math then listening to our needs. Then we meet Anthony & Frank and the Sterling Bridge Team. They are straight forward; Talk plan English and their team defines the word “Customer Service”. We couldn’t be happier. Having said that, 5 of our closest friends have also invested with them as well and they are very happy as well. We wanted a safe, steady stream of income based on our hard work and savings strategy of 40 years. We are retired and now our nest egg, based on the efforts of Sterling Bridge affords us a beautiful new “Retirement Cottage” as we call it and we are traveling the world in style. They help make our Dreams a Reality! The great part about Sterling Bridge is they Listen, Care more about the Client then their Pockets and Give Back to their community. I would give them a 10-star rating if I could…………