• +916-724-1702
  • 300 Harding Blvd, Suite 115, Roseville CA 95678

Alliances

  1. Alliances

Financial Institutions:

Financial Alliances with Sterling Retirement Group can help develop new markets and additional revenue opportunities for Financial Institutions. Our alliances allow community banks and local financial institutions to represent the insurance and securities products of quality carriers available through our insurance relationships.

Professional Firms:

For CPA firms that are looking for new ways to expand their business, diversify their practice, and increase the value-added services offered to their clients. Financial Alliances can help CPAs develop strategies that will:

  • Enhance the value of their practice with an expanded array of products and services available through our insurance carrier relationships
  • Strengthen client relationships by providing value added services with local and national support
  • Maximize business potential by adding new clients and increasing revenue opportunities