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Investment Planning

 

 

Planning for tomorrow starts today.

One way to work toward ensuring that the decisions you make today will meet your financial goals tomorrow, is to consult with an experienced financial professional. Working with a financial consultant from Sterling Wealth Services, located right at your neighborhood Sterling National Bank Financial Center, can provide the kind of insight and knowledge to help you pursue your financial objectives. By listening and taking the time to understand your individual needs, your Sterling Wealth Services Financial Consultant can provide smart strategies at every stage of your financial life.

Through our alliance with LPL Financial, the nation’s largest independent broker dealer1, Sterling Wealth Services has the ability to offer its clients a wide selection of investment products and services. Whether it’s planning ahead for college or putting yourself in a better position for retirement, you can count on:

  • Knowledgeable, tailored advice for your short- and long-term goals that can help protect your hard-earned money and potentially maximize return.
  • A wide selection of investment and insurance products and services.
  • Direct access to your Sterling National Bank Financial Consultant, conveniently located at your neighborhood Sterling National Bank Financial Center.

 

SMART FINANCIAL ADVICE IS CLOSER THAN YOU THINK

It’s easy to get started.

Simply complete our Contact Form and a local Sterling Wealth Services Financial Consultant will be glad to contact you and set up a meeting to discuss your needs and help provide relevant strategies from a wide choice of products and services.

1 As reported by Financial Planning magazine, June 1996-2016, based on total revenue.

*Legal Disclosures

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CT, NY, NJ, PA, MA, FL and CA.

Securities offered through LPL Financial, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Sterling National Bank and Sterling Wealth Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured No Bank Guarantee May Lose Value
Not a Bank Deposit Not Insured by any Federal Government Agency