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Wealth Services

Sterling Wealth Services

The consultants of LPL Financial located at Sterling National Bank 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

Through our alliance with LPL Financial, Sterling Wealth Services offers a full spectrum of products and services. LPL Financial is a leading provider of investment and insurance programs and a registered broker/dealer.

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.