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three palm trees in front of the bay at st petersburg florida


St. Petersburg, FL

2972 66th St. N.

St. Petersburg, FL 33710


Book an appointment today!


Mon: 9:00am – 7:00pm
Tues: 9:00am – 7:00pm
Wed: 9:00am – 7:00pm
Thurs: 9:00am – 7:00pm
Fri: 9:00am – 7:00pm
Sat: 8:00am – 6:00pm
Sun: Closed

Need To Speak With An Advisor?

Our Services:

We offer a full suite of financial planning and investment services for our clients in Florida.  Our team can assist in creating a customized plan for you and your family, as well as managing investments in a cost effective manner.  We conduct client meetings virtually, in person, or on phone calls.  Our list of services includes:

  • Retirement Planning

  • Wealth Management

  • Investment Management

  • Financial Planning

  • 401k and 403b rollovers

  • Life Insurance Planning

  • Long Term Care Insurance

  • Business Consulting 

Service Areas

Sterling Heights Financial Group can service clients anywhere in Florida.  For in person planning conversations, our team works in Pinellas County, Hillsborough County, Manatee County, and Sarasota County.  We provide tailored retirement and investment solutions for the majority of our clients located in and the surrounding areas of:

St. Petersburg-Tampa Bay-Clearwater-Seminole-Sarasota-Lakeland-Fort Lauderdale-Miami

aerial view of tampa florida

Contact Us:

2972 66th St. N, St. Petersburg, FL 33710


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