Sterling Heights Financial Group, LLC - St. Petersburg, Florida

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Sterling Heights Financial Group, LLC is a respected financial services firm dedicated to providing comprehensive and personalized financial guidance to individuals and families. Located at 2972 66th St N, St. Petersburg, FL 33710, United States, and easily reachable at Phone: 7249890709, the firm operates with a commitment to building long-term relationships based on trust and expertise. Their website, Website: sterlingheightsfinancial.com, offers a valuable resource for prospective clients to learn more about their services and approach.

Core Services and Specializations

Sterling Heights Financial Group specializes in a wide range of financial services, including Financial Planning, Financial Advisory, and Investment Services. They act as an Investment Company, assisting clients in navigating complex investment decisions. Their services extend to managing retirement accounts, estate planning, education savings, and general wealth management. The firm’s approach is characterized by a deep understanding of individual client needs and goals, tailoring strategies to align with those specific circumstances. They demonstrate a commitment to helping clients achieve financial security and long-term prosperity.

Accessibility and Client Experience

The firm prioritizes client accessibility and comfort. The office building is equipped with a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring inclusivity for all visitors. Additional amenities include restrooms, and it’s highly recommended to schedule an appointment in advance to guarantee personalized attention. The team consistently emphasizes transparency and open communication, fostering a collaborative environment where clients feel informed and involved in their financial journey.

Client Feedback & Reputation

Sterling Heights Financial Group consistently receives positive feedback, as evidenced by the 4 reviews on Google My Business with an average opinion of 5/5. This strong reputation suggests a focus on client satisfaction, genuine care, and a commitment to ethical practices. It’s clear that clients appreciate the firm’s dedication to understanding their individual circumstances and providing tailored, trustworthy advice. They seem to prioritize a consultative approach, often revisiting existing investments to ensure they remain aligned with client objectives – a sign of diligence and a strategic perspective.

Overall, Sterling Heights Financial Group, LLC presents itself as a professional, client-focused firm dedicated to providing sound financial guidance and building enduring relationships. Their commitment to accessibility and positive client feedback further reinforces their reputation as a trusted resource in the financial services industry.

👍 Reviews of Sterling Heights Financial Group, LLC

Marci S.

5/5

Jesse and Sterling Heights have been amazing advisors to our family. Guiding us through inheritance, accounts for our children and our own retirement goals. Jesse reviewed other investments we had prior to him and saw no reason to move them. The genuine care for clients and honesty you get with Sterling Heights is top notch.

luke M.

5/5

Doug and Team are the more genuine financial group you could ask for. Transparency, communication and professionalism is the name of there game! Been with Doug for years and I'm expecting many more great ones ahead of us !
L

Chris R.

5/5

Very Friendly and Professional! Doug exceeded expectations!

Christina H.

5/5