About Us
Founded in 1995, by James E. Knee, Sterling Financial Services, LLC is a SEC Registered Investment Advisory Firm that provides: Investment Management, Wealth Preservation, Retirement Income Planning and Financial Planning services to Individuals and Corporations utilizing Advance and Protect Strategies and a Comprehensive Wealth Management approach.
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Welcome to Sterling Financial Services, LLC
Lawyers, accountants and doctor are legally and ethically required to act in the best interests of their clients. Sterling Financial Services, LLC as your advisor, maintains that same level of service and believes that advising without conflict is more a duty than a goal.
In a time of intense market volatility and uncertainty, perhaps nothing is more important than knowing your assets are in strong hands. With that in mind, know that Sterling Financial Services, LLC has made the choice to custody assets with Fidelity Investments & Pershing, LLC. Companies we believe are known for their strength, integrity and customer service.
Our clients' financial well-being is our most important objective. Markets and financial demands change daily but our principals remain constant.
� We Earn and Keep the Trust of Our Clients
� We Offer Independent, Unbiased Financial Advice
� We Strive to Consistently Deliver Only the Highest Quality Financial Products and Services Available.
� We Listen Well and Communicate Clearly
� We Believe that All Clients Deserve Our Full Attention
Contact us today to see how we can assist you in reaching your investment goals.