Sterling First Financial
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Our team-based model will give you the support you need to feel confident in your business, personal
We combined the following five disciplines to provide the most proactive and holistic planning available to ensure our clients are maximizing their potential: Tax Planning, Risk Mitigation, Wealth Management, Legal Services, Business Advisory Services. As a Virtual Family office we use an intuitive diagnostic tool and proactive planning process that will identify opportunities and help prioritize
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Our Story
The mission of Sterling First Financial is to keep families strong through the generations. We do this by focusing on the financial freedom our clients need to maintain their lifelong independence. We design and implement a personal strategy for each and every client to empower them and their family to pursue their dreams.
Through experience, education, research and relationships, Sterling First is a resource and a support for family members to meet their responsibilities to each other with ease, joy, mutual satisfaction and love.
Securities and Advisory services offered through Infinity Financial Services member FINRA, SIPC.
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CA Insurance license # 0E64924
www.finra.org and www.sipc.org.
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Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |