Sterling Bridge Financial Group

Reviews

• JL

  Judy Lara

  Apr 10, 2026
  5.0
  2ND REVIEW After I wrote my review the President of SB Anthony Landi called me. He listened to my goals and sent me some solid advice via email. I am very happy with the out come. This is what I was looking for. I feel the advice he gave me and the time deserves 5 stars. THANK YOU!! 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

  Apr 10, 2026
  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!