Sterling Retirement Resources, Inc.

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
Industry
Financial Services
Employees
9
Founded
2008
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Steven C. Finkelstein, Cfp® CEO, Financial Advisor at Sterling
Email Phone
Luke Strom, Cfp®, Chfc®, Crpc® Partner - Certified Financial Planner™
Email
Megan Gehrman, Cfp®, Crpc® President, Financial Advisor
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 Email Phone
Finance 2 2 2
Sales 1 1 0

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