About |
Founded in 1995, by James E. Knee, Sterling Financial Services, LLC is a SEC Registered Investment Advisory Firm that provides: Investment Management, Wealth Preservation, Retirement Income Planning and Financial Planning services to Individuals and Corporations.
Our client relationships are based on trust. Our fee based structure provides transparency. Our choice to custody assets at Fidelity and Pershing, institutions known for their strength, integrity and client focus enable us to provide exceptional customer service.
In our opinion, the advantages of working with a Sterling Financial Services advisor begins with unbiased advice on financial products with an unobstructed view of the markets. We incorporate financial, retirement and estate planning to produce a well-rounded holistic approach to help assist you in obtaining your investment goals. We monitor your account to help keep the wealth you have worked so hard to accumulate. We track and monitor your progress using comprehensive wealth management systems.