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Wealth Services

The advisors at Sterling Wealth Services can help you build a comprehensive action plan for your financial future – one that leverages the potential of today’s markets to:

  • Work toward reducing income taxes
  • Work toward a comfortable retirement
  • Pursue long-term growth
  • Work toward increasing current cash flow
  • Open a college fund
  • Work toward preserving your estate for your heirs

We offer a full spectrum of products and services available through our alliance with LPL Financial, a leading provider of investment and insurance programs and a registered broker/dealer.

Sterling Wealth Services gives you the added convenience and simplicity of investing and banking under one roof.

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Securities offered through LPL Financial, Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Sterling National Bank and Sterling Wealth Services are not registered broker/dealers and are not affiliated with LPL Financial.

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

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CT, NY, NJ, PA, MA, FL and CA.

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