Sterling Heights Financial Group, LLC - St. Petersburg, Florida

Okay, here’s a comprehensive overview of Sterling Heights Financial Group, LLC, presented in a formal and helpful manner, designed to guide potential clients:

Sterling Heights Financial Group, LLC: A Trusted Financial Partner

Sterling Heights Financial Group, LLC, is a respected financial advisor and investment company dedicated to providing comprehensive financial planning and investment services to individuals and families. Located at 2972 66th St N, St. Petersburg, FL 33710, and reachable by phone at 249890709, the firm operates with a commitment to transparency, personalized service, and client well-being. Their website, sterlingheightsfinancial.com, offers detailed information about their services and team.

Services Offered

Sterling Heights Financial Group specializes in a diverse range of financial services, including:

• Financial Planning: They assist clients in creating tailored financial plans encompassing retirement planning, education savings, estate planning, and overall wealth management.
• Investment Services: The firm offers investment management solutions, carefully constructed to align with client risk tolerance and financial goals. They work with a variety of investment vehicles.
• Investment Company: As an investment company, they manage client portfolios with a focus on long-term growth and stability.

Key Features & Accessibility

The firm prioritizes client convenience and accessibility. They offer a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating their dedication to inclusivity. Furthermore, the facility includes a restroom for client comfort. It is strongly recommended to schedule an appointment to ensure dedicated attention and facilitate a productive consultation.

Client Feedback & Reputation

Sterling Heights Financial Group has garnered a consistently positive reputation based on client testimonials. The firm’s Google My Business profile reflects an impressive average opinion of 5/5, indicating a high level of client satisfaction. Observations from reviews suggest a strong emphasis on genuine care, honesty, and a deep understanding of client needs – particularly regarding complex situations like estate planning and generational wealth transfer. The team appears to prioritize maintaining existing investments where appropriate, showcasing a prudent and informed approach to financial management. They foster open communication and prioritize building long-term relationships.

Contact Information & Recommendation

For those seeking expert financial guidance, Sterling Heights Financial Group, LLC, presents a compelling option. Their commitment to accessibility, coupled with their proven track record of delivering personalized service, makes them a valuable partner in achieving financial security. We highly recommend visiting their website at sterlingheightsfinancial.com to schedule a consultation and explore how their services can benefit you or your family.

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👍 Reviews of Sterling Heights Financial Group, LLC

Marci S.

5/5

Jesse and Sterling Heights have been amazing advisors to our family. Guiding us through inheritance, accounts for our children and our own retirement goals. Jesse reviewed other investments we had prior to him and saw no reason to move them. The genuine care for clients and honesty you get with Sterling Heights is top notch.

luke M.

5/5

Doug and Team are the more genuine financial group you could ask for. Transparency, communication and professionalism is the name of there game! Been with Doug for years and I'm expecting many more great ones ahead of us !
L

Chris R.

5/5

Very Friendly and Professional! Doug exceeded expectations!

Christina H.

5/5