GRANITE BAY

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Here in Granite Bay we pride ourselves on our close knit relationships and small town feel. As founding members to the Granite Bay Business Networking Group we take time to maintain and cultivate those relationships with both our local business owners and our residence.

Here at Sterling Retirement Group we seek to earn the trust and confidence in our local community by offering a pleasant and approachable experience to every individual and family who walks through our doors. From comprehensive financial planning to simple budgeting and advice we are here to serve the people of Granite Bay.

Set up your complimentary appointment with a Fee-Based Financial Advisor today. We promise there are no high-pressure sales pitches and no quotas that need to be met. Just good old fashioned investment advice to help you achieve your goals and reach financial peace. Click here

– FINANCIAL PLANNING –

PORTFOLIO REVIEW

We spend the time to educate you on all of your financial planning and investment options to support our recommendations, so you feel more confident. We also offer the E-money Wealth Management System to our clients.

FINANCIAL PLANNING

We offer the highest level of Financial Planning with personal service and an independent view.

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PORTFOLIO REVIEW

Wonder if your money is working for you?
We’ll review your entire portfolio and show you just what is happening, and what should be happening.

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WEALTH MANAGEMENT

Not sure what you have where? Are you getting the most out of your investments? We can help answer those questions.

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INSURANCE QUOTE

We tailor your insurance to fit what you need and want, not what the insurance companies think you should have.

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Check the background of your investment professional on FINRA’s BrokerCheck »

– WE ARE ALWAYS READY –

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We are more than happy to help out!

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