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Sterling Heights Financial
Retirement & Wealth Management

Sterling Heights Financial Group, LLC is an independent wealth management firm dedicated to providing low fee investment management and superior client service.


With our specialized experience working with retirement clients and business owners, we provide a holistic financial planning approach.




We provide personalized retirement planning and wealth management for individuals and business owners in Pennsylvania and Florida.  Our approach focuses on creating income in retirement, reducing client investment fees, and properly managing risk for our clients' portfolios.  As an independent firm we have access to a plethora of investment vehicles and wealth management strategies.


1.  First we want to know all about you, your financial ambitions, retirement concerns, and questions.

2.  Once we collect the information, we will put together multiple financial plans to check your boxes.

3.  We will then present all options in an educational manner, as well as answer any questions or concerns.

4.  Once you're completely satisfied with our plans, we will put them in motion, and provide consistent communication moving forward as our new client.


Financial Advisor Tampa


About Us

About Us

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