Sterling Retirement Group of Sacramento - Roseville, California

Sterling Retirement Group of Sacramento

Ubicada en Roseville, CA 95678, la Sterling Retirement Group of Sacramento es una empresa que ofrece servicios de planificación financiera y consultoría para personas que buscan planificar su retiro de manera efectiva.

Con una dirección de 300 Harding Blvd STE 115, esta empresa está ubicada en un lugar accesible y cómodo para sus clientes.

La empresa cuenta con un teléfono de 916-724-1702 para que sus clientes puedan contactarla fácilmente.

Además, la empresa tiene una página web en sterlingretire.com donde pueden obtener más información sobre sus servicios y cómo puede ayudarlos a planificar su retiro.

Especialidades

La Sterling Retirement Group of Sacramento ofrece servicios de Financial planner y Financial consultant para ayudar a sus clientes a planificar su retiro de manera efectiva.

Estos servicios incluyen la creación de un plan de retiro personalizado, la inversión de dinero y la creación de un presupuesto para el retiro.

Otras características

La empresa es accesible para personas con discapacidad, con un estacionamiento de vehículos con rampa de acceso y una entrada y baño accesibles para personas con discapacidad.

Además, se recomienda hacer una cita previamente para asegurarse de que el cliente tenga un tiempo adecuado para discutir sus necesidades y objetivos financieros.

Opiniones

La Sterling Retirement Group of Sacramento tiene 3 opiniones en Google My Business.

La media de opinión es de 5/5, lo que indica una alta satisfacción de los clientes.

Palabras clave principales

Esta empresa ofrece servicios de planificación financiera, consultoría financiera, retiro, inversión, presupuesto, plan de retiro, planificación financiera, y consultoría financiera.

Palabras clave: planificación financiera, consultoría financiera, retiro, inversión, presupuesto, plan de retiro, planificación financiera, consultoría financiera.

👍 Reviews of Sterling Retirement Group of Sacramento

Adam L.

5/5

I was in need of a financial planner in Roseville and am so happy to have found Brian Souders with Sterling Retirement Group of Sacramento! I am very cautious of who I work with regarding my finances, with Brian I am at complete ease with his knowledge and track record. I know quite a few financial planners personally, and Brian is still the clear choice. I am just starting my portfolio and will report back on the results. A few close friends of mine who recommended Brian have had absolutely stellar results, even during the recent market uncertainties. If you are looking for a financial planner that is knowledgeable, personable, gets results, communicates, a rad harmonica musician, and is a super cool dude, Brian is your guy!

Michelle G.

5/5

A friend of mine referred my husband and I to Brian Souders to look over our finances and give us guidance. We felt so comfortable from the moment we walked in, the receptionist is so friendly and welcoming. Brian has been so great to work with, he looked over our finances and retirement accounts gave us advice on what to do or not to do. Never once did we get a negative feeling or vibe from him. He never tried to push or sell anything on us and made us feel as though we were just as important as say someone coming in to invest a lot of money with him. We both have retirement accounts through our employers but neither of us knew what we were invested in let alone even looking at or how to manage it or make any kind of changes. We made another appointment with him and he educated us on what our options were and what he felt was best for us and made the changes for us, which I can't thank him enough for. Its not easy for me to trust others with my money but I 100% trust Brian and know without a doubt that he has your best interest at heart.

Raymond S.

5/5