ProInsight Consulting

Sterling First Financial - Yucaipa, California

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 34475 Yucaipa Blvd Suite 208, Yucaipa, CA 92399.
Phone: 9093721196.
Website: sterlingfirstfinancial.com
Specialties: Financial planner, Business management consultant, Life insurance agency.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Sterling First Financial

Sterling First Financial 34475 Yucaipa Blvd Suite 208, Yucaipa, CA 92399

☎️9093721196

⏰ Open Hours of Sterling First Financial

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Sterling First Financial, located at 34475 Yucaipa Blvd Suite 208, Yucaipa, CA 92399, is a reputable financial planning and business management consulting firm that offers life insurance services. The company can be contacted via phone at 9093721196 or by visiting their website at sterlingfirstfinancial.com.

Sterling First Financial specializes in providing comprehensive financial planning services, business management consulting, and life insurance agency services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future.

The company offers several convenient services, including online appointments and onsite services. Their office is wheelchair accessible, featuring an accessible entrance, parking lot, and restroom. It is recommended to make an appointment prior to visiting the office.

With a strong reputation in the community, Sterling First Financial has garnered 3 reviews on Google My Business, and the company enjoys an impressive average opinion rating of 5/5. Clients appreciate the knowledgeable staff, personalized attention, and effective solutions provided by the firm.

👍 Reviews of Sterling First Financial

Sterling First Financial - Yucaipa, California
Mark S.
5/5

We have done business with Sterling since 2010. At that time he provided us with a product to rollover a 401K and another cash/stock account. We wanted the funds to provide cash flow and 10 years later it did that with remarkable results and on plan.
We recently sold a multi=unit commercial property which we owned for 27 years and the capital gains were large. Not wanting to own another property Sterling provided options to us which were able to defer the capital gain expense from a 2017 tax rule.
All of our planning with Sterling has been on target and delivered cashflow as projected.
Sterling is courteous, there to answer questions and if he does not know the answer, he is prompt in doing the appropriate research and getting back with the answer..
We would highly recommend Sterling for your financial needs.

Mark Smith (Retired SVP Service Operations
Mark Scott Retired Stock Broker and Flight Attendant

Sterling First Financial - Yucaipa, California
FGI
5/5

Sterling has been a great help with our family and with assisting my mother and her financial goals.

Sterling First Financial - Yucaipa, California
Kathryn M.
5/5

Have been with Sterling First for 15 years.. have had excellent service...very pleased with them

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