Sterling Heights Financial Group- Financial Advisor Lower Burrell, PA

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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

CRD#

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

Number of Years with Current Firm

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

Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

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

Long Term Care, Variable Life, Annuity, Life, Variable Annuity

Firm Information

Firm's Number of Clients

Advisor's Number of Clients

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$150000

Compensation Methods

Flat Fee, Based on Assets, Commissions

Fee % Based on Assets

Additional Details on Charges

We can work with managed and fee based accounts as well as brokerage accounts on a commission fee schedule.

Education

Bachelor's Degree - Accounting

University of Pittsburgh
09/03/2011 -06/10/2015

Disclosures

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

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

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.

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Sterling Heights Financial Group