Paladin Research Report For:

Sterling Heights Financial Group

104 Rodgers Dr
Lower Burrell, PA 15068

About Sterling Heights Financial Group

Sterling Heights Financial Group, LLC was started to provide ethical, professional, financial guidance to business owners and retirement clients. As independent financial advisors, we have the ability to choose from many different carriers and investment options to provide the best financial plans possible for our clients. As fiduciaries, it is our duty to provide the highest standard of care, and always act in our clients' best interest. Our mission is to provide the best service to our clients at affordable fees, and to completely cut out the product incentives that many firms utilize. Our goal is for each of our clients to become raving fans of our service. You will never find an advisor pitching a product here; and we will be known as educators as opposed to salespeople. As a full service financial firm, we can handle almost any wealth management need. We also pride ourselves on our strategic relationships with other industry professionals to refer our clients to resolve their problems outside of financial services. We've helped hundreds of clients in Western Pennsylvania and Florida with their retirement, and wealth management needs, and look forward to being a valuable advisor to you and your family.

See Disclosures

General Information

Firm Start Year
  • 2018
No. of Employees
  • 2-4
  • 5594657
Firm CRD#
  • 6413
Insurance License#
  • 641856
Name of Broker/Dealer
  • LPL Financial
Name of Custodial Firm
  • LPL Financial
States Licensed in
  • CA, DE, FL, PA, TX
Years of Experience in Financial Services
  • 23
Number of Years with Current Firm
  • 4
Work Experience
  • Our team has specialized experience in retirement planning and wealth management. We have experience working with hundreds of clients with many different circumstances and long term goals. Our advisors are also experienced in working with business owners to assist in their transition selling a company, planning, and financial strategies overseeing their business.
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities, Financial Planning, Portfolio Management, Wealth Management, 401K Rollovers, Retirement Planning


Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 6, Series 7, Series 63, Series 65
Insurance and Annuity Licenses
  • Variable Life, Long Term Care, Variable Annuity, Life, Annuity

Firm Information

Firm's Number of Clients
  • 150
Advisor's Number of Clients
  • 200

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $150000
Compensation Methods
  • Commissions, Based on Assets, Flat Fee
Fee % Based on Assets
  • 1
Additional Details on Charges
  • We can work with managed and fee based accounts as well as brokerage accounts on a commission fee schedule.


Bachelor's Degree - Accounting
  • University of Pittsburgh
    09/03/2011 - 06/10/2015

Disclosures provides referrals to financial professionals of LPL Financial, LLC (LPL). is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.


Additional Detailed Disclosures


Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.