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.
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.