OUR SERVICES
ABOUT US
Sterling Heights Financial
sterling heights financial

Sterling Heights Financial Group, LLC was founded by three motivated individuals.  Doug Raible, Jesse Bowman, and Daniel Carinci have dedicated their careers to providing not only lower cost financial management for clients, but adding as much value as possible.  After experiencing other firms pitching products, and focusing on sales instead of service, they wanted to change that model.  The mission is to provide unbiased superior financial planning to clients retiring, or seeking ways to invest their wealth.

 

If you don't feel completely content with your financials, or wonder if your advisor is working in your best interest, reach out for a free consultation below.

OUR SERVICES

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

If you are seeking a financial planner to help with your retirement transition, give us a call!

If you fit one of these categories, it would be a good idea to have a financial review:

-  Inherited Money/Property

-  Planning To Retire

-  Recently Changed Jobs

-  Own A Growing Business

-  Seeking Investment      Opportunities

 
OUR PROCESS

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

2.  Once we collect the information, we will put together multiple 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 constant communication moving forward as our new client.