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About Investments & Insurance

Sterling Wealth Services

One way to work toward ensuring that the decisions you make today will meet your financial goals tomorrow, is to consult with an experienced financial professional. Working with a financial consultant from Sterling Wealth Services, located right at your neighborhood Sterling National Bank Financial Center, can provide the kind of insight and knowledge to help you pursue your financial objectives. By listening and taking the time to understand your individual needs, your LPL Financial Consultant can provide smart strategies at every stage of your financial life.

Through our alliance with LPL Financial, the nation’s largest independent broker dealer1, Sterling Wealth Services has the ability to offer its clients a wide selection of investment products and services. Whether it’s planning ahead for college or putting yourself in a better position for retirement, you can count on:

  • Knowledgeable, tailored advice for your short- and long-term goals that can help protect your hard-earned money and potentially maximize return.
  • A wide selection of investment and insurance products and services.
  • Direct access to your LPL Financial Consultant, conveniently located at your neighborhood Sterling National Bank Financial Center.

It’s easy to get started.

Simply complete our Contact Form and a local LPL Financial Consultant will be glad to contact you and set up a meeting to discuss your needs and help provide relevant strategies from a wide choice of products and services.

1 As reported by Financial Planning magazine, June 1996-2016, based on total revenue.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Sterling National Bank and Sterling Wealth Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Sterling Wealth Services, and may also be employees of Sterling National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Sterling National Bank or Sterling Wealth Services. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on registrations of all advisors* ) AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.

Securities and insurance offered through LPL or its affiliates are:

Not a Bank Deposit Not Bank Guaranteed May Lose Value
Not Insured by FDIC or Any Federal Government Agency

 

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.