Sterling Retirement Group of Sacramento - Roseville, California

Address: 300 Harding Blvd STE 115, Roseville, CA 95678.
Phone: 67241702.
Website: sterlingretire.com
Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Sterling Retirement Group of Sacramento

☎️67241702

⏰ Open Hours of Sterling Retirement Group of Sacramento

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Sterling Retirement Group of Sacramento is a highly-regarded financial planning firm located at 300 Harding Blvd STE 115, Roseville, CA 95678. With their dedication to helping clients secure their financial future, this company has earned a strong reputation in the industry. You can reach them by phone at 672-417-02 or by visiting their website at sterlingretire.com.

The company specializes in providing expert financial planning and consulting services to their clients. Their expertise encompasses a wide range of areas, including retirement planning, investment management, and financial education. With their deep understanding of the financial landscape and commitment to client satisfaction, the team at Sterling Retirement Group of Sacramento is well-equipped to assist clients in achieving their long-term financial goals.

In addition to their exceptional services, Sterling Retirement Group of Sacramento is committed to providing a welcoming and accessible environment for all clients. The office features a wheelchair accessible entrance, parking lot, and restroom, ensuring that individuals with disabilities can easily access their services. Appointments are recommended to ensure personalized attention and optimal service.

With a solid foundation built on years of experience and a commitment to excellence, Sterling Retirement Group of Sacramento has garnered positive feedback from their clients. The company has received a total of 3 reviews on Google My Business, with an impressive average rating of 5/5. These glowing reviews attest to the company's dedication to delivering top-notch financial planning services and fostering long-lasting relationships with their clients.

👍 Reviews of Sterling Retirement Group of Sacramento

Sterling Retirement Group of Sacramento - Roseville, California

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