Sterling Retirement Resources, Inc.
Financial Services
120 Broadway Ave S
9 employees
- Employees
- 9
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Sterling Retirement Resources, Inc. Overview
- Headquarters
- 120 Broadway Ave S
- Phone Number
- Available in AeroLeads
- Website
- sterlingretirement.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2008
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Sterling Retirement Resources, Inc.
For the person who has retirement in their sights, willing to put their trust in financial professionals and deeply care about the well-being of their family, Sterling Retirement Resources helps provide the confidence to live one’s dreams by taking a holistic approach to creating plans that provide financial security, independence and a vision for the future. Sterling Retirement Resources has been creating clarity through a holistic approach to financial guidance since 2008. We are your partner. We are your advocate. And we take our fiduciary responsibility seriously. By selecting Sterling for your wealth and retirement planning needs, you get a dynamic team that simply cares. Education is the foundation on which we build lasting relationships. We have been an exclusive provider of financial education to AAA Minneapolis since 1992 and have been presenters of financial education to Target team members—both locally and nationally—since 1993. As a client of Sterling, we will keep you informed to support your personal and financial growth. Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA (http://www.finra.org/), SIPC, (http://www.sipc.org/)a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Partners. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated.
Sterling Retirement Resources, Inc. Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Sterling Retirement Resources, Inc. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Steven C. Finkelstein, Cfp® | CEO, Financial Advisor at Sterling | Wayzata, Minnesota, United States |
Email
Phone
|
| Luke Strom, Cfp®, Chfc®, Crpc® | Partner - Certified Financial Planner™ | Greater Minneapolis-st. Paul Area, United States |
Email
|
| Megan Gehrman, Cfp®, Crpc® | President, Financial Advisor | Minneapolis, Minnesota, United States |
Email
Phone
|
| Matthew Koski | Portfolio Manager |
View
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 2 | 2 | 2 |
| Sales | 1 | 1 | 0 |
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